Template Preferences

Once you have created your HTML template, or uploaded your fillable PDF or docx template, you can define output file attributes under the Preferences tab.

The various preferences available to you are listed below.

Preferences

Description

Title

The title of the template you have created.

Description

The description of the template.

Folder

The folder under which you want to put your template.

Output File Name

The file name of the merged document. This can take in merge fields

Output Type

The output type. Supported output type for Document builder templates is PDF, for docx template is docx, and PDF, and Fillable PDFs is PDF

Page Size

The page size of the output document. You can choose between A4/Letter/Legal/A3/A5/Tabloid for your Document builder templates, where as the page size for docx and Fillable PDFs remain fixed .

Orientation

The orientation of the output document. You can choose between Potrait and Landscape for your HTML templates.

Time Zone

The chosen time zone will be used to fill the {{_date}} and the {{_datetime}} merge field, if used anywhere.

Template Status

This can be either Active or Test.

Password Protection for PDF

If the output document type is PDF, you can set the password for the generated pdf in template preferences -> More options -> Password. You can set a dynamic password for your created PDF using Tokens(Merge fields).

Template Status - Active VS Test

If the template is in Test status, it will not be counted as created documents towards your monthly subscription. In Test mode, the created documents will have a Docupilot Watermark. Once you have tested your templates and your integration completely, you can change your template status to Active.