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Quick Guide To Templates

Create reusable document templates by filling in fields you want repeated, then convert the document to a template. When you create new documents from the template, the pre-filled information will automatically populate but remain editable. This allows quickly generating standard documents like invoices or forms without re-entering the same data each time.

Uploaded by

Don Redbrook
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
88 views

Quick Guide To Templates

Create reusable document templates by filling in fields you want repeated, then convert the document to a template. When you create new documents from the template, the pre-filled information will automatically populate but remain editable. This allows quickly generating standard documents like invoices or forms without re-entering the same data each time.

Uploaded by

Don Redbrook
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Share Pre-Filled

Documents

Create Reusable
Template

Get Signed and


Completed Documents
Back

Getting Started With


Templates
Take care of invoices, HR forms, W-9s, sales contracts and other documents
that can be pre-filled in minutes with PDFfiller templates.

1
How to Create a Template

1. Select a document from MY DOCS or create a new one.

2. Add fillable fields to the document. Fill in the information that you’d like repeated
each time you generate a new document.

3. From your Dashboard, select the document and click

Convert to
Template

4. Your document is now a template and is marked with a

You’re ready to start generating documents!

1. From your Dashboard or Templates folder, select any template and click

Create from
Template

2. All the information you pre-filled will automatically appear in the document you
generate. These fields can’t be changed.

3. You can share this document, send it out for signing or turn it into a fillable form.

This process can be repeated as many times as you’d like and the original template will
remain unchanged. If you need to modify the information in a template, simply click

Edit Template

2
Sample Template

This sample invoice has already been filled out. When you click Create from Template,
information contained in the fillable fields will remain. However, you can edit this template
any way you need.

Sunny Company INVOICE

0507 Rolfson Union Invoice Number:

Phoenix, AZ 85004 Invoice Date:

291-953-0331

Each time you create a new invoice, you can fill in the fillable fields with new information.
Click Create from Template and try it out for yourself!

Billing Address: Shipping Address:

Company: Company:

Name: Name:

Address: Address:

City/State/Zip City/State/Zip

Shipping Method:

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