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Create a PDF Template and match its fields with those of a tag

Engracia Villar

Engracia Villar

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Match the fields of your custom templates with the fields of a tag.

The first step is to create a PDF template with a form in order to link its fields to the forms fields of a tag. If you still don’t know how to create it, please follow this tutorial.

Once you have the PDF template you want to link to, go to the “Automatisms” section on the left side menu and then select the “Templates” subsection.

To create your first template click on “+ create your first template” or, if you already have some and want to create a new one, click the “” icon on the top right. A window will be displayed to configure the new template.

 You will find a wizard with four sections:

The first one is information and help about creating templates.

The next section is General Data, where you can configure the name and type of the template you will use.

El tercero sirve para elegir qué etiquetas utilizará la plantilla: 

In this fourth section you can define the mapping of the template fields with the tag fields. You also have some additional options such as “Show in capital letters” that shows the data in capital letters and “Codify data” that gives us the option to encode the data in a QR or a barcode.

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