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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 . |
Headers and Footers | Inserts header / footer in to the document generated from the template. |
Page Margins | Sets left , top , right and bottom margins in inches for each page in the template.(Default page margins are set to 0.4 inches on all sides.) |
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).
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.
Header and Footer for a document can be inserted in a Document Builder (HTML) template by visiting Preferences -> More options -> Header or Footer.
You can print page numbers and total number of pages in a document template using predefined tokens
{{_page_no}}
and {{_total_pages}}
.Tokens | Explanation |
{{_page_no}} | Prints the page numbers. |
{{_total_pages}} | Prints the total number of pages in the document. |
Note :
Headers
and footers
of a document are dependent on page margins
of the template. Greater the sizes of margins, more information can be printed as header
and footer
of the document.Last modified 2yr ago