PDF Templates
The PDF Templates section allows you to view and edit the templates used to generate PDF documents from different platform resources.
Each template is associated with a model and can be defined as the default template for printing.
Figure 1. PDF Templates list
PDF Templates List
The list displays the available templates and the main information associated with each one.
Identifies the PDF template.
Indicates the platform model associated with the template.
Indicates whether the template is defined as the default for the corresponding model.
Available Actions
Allows you to access the configuration and design of the selected template.
Edit a PDF Template
When you select the Edit option, you can access the general configuration and design editor for the template.
Figure 2. Edit a PDF Template
General Information
Allows you to define the name of the template.
Allows you to select the model to which the template will apply.
Allows you to define the template as the default for printing the selected model. When enabled, other default templates corresponding to the same model are disabled.
Template Design
The editor allows you to define the structure and content of the PDF document.
Master Template
The Master Template tab allows you to edit the main document template.
Secondary Template
The Secondary Template tab allows you to access a secondary template associated with the document.
Create Copy Page
The Create Copy Page option allows you to add a copy page to the template configuration.
Field List
The Field List section displays the fields available within the template.
These fields can be used as part of the design to include information corresponding to the associated model.
Allows you to access the bulk update option for field names.