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Getting Started With Templates: Share Pre-Filled Documents

1) Templates allow users to create reusable documents like invoices, forms, and contracts by pre-filling common information that can then be generated quickly. 2) To create a template, a user selects an existing document, adds fillable fields, and converts it to a template which is then reusable. 3) When generating a new document from a template, the pre-filled information automatically populates but fields can be edited, and the template remains unchanged for future use.

Uploaded by

Abdu Amin
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© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
41 views

Getting Started With Templates: Share Pre-Filled Documents

1) Templates allow users to create reusable documents like invoices, forms, and contracts by pre-filling common information that can then be generated quickly. 2) To create a template, a user selects an existing document, adds fillable fields, and converts it to a template which is then reusable. 3) When generating a new document from a template, the pre-filled information automatically populates but fields can be edited, and the template remains unchanged for future use.

Uploaded by

Abdu Amin
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, 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
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.

INVOICE

Invoice Number:

Invoice Date:

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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