PDF Templates are PDF files that are enhanced in the Lightico PDF Template builder to enable inserting customer data, signing the document, and adding additional participants.
Attention
The following is not currently supported for inclusion in Workflows:
PDFs where the agent must add a corporate stamp
For more information about creating PDF Templates, see Getting started with the PDF builder.
To add a PDF Template to your Workflow:
Add the PDF item to the canvas.
The Add Item window appears.
Select the PDF Template you want to add, and click Add
-OR-
Click Create and create a new PDF Template in the PDF Template Builder.
The PDF Template is added to the canvas.
Edit the PDF Template step
After adding the PDF Template item to the Workflow canvas, you can select it, and, in the right panel, edit it as follows:
Edit - click Edit to open the PDF in the PDF Template builder and make changes
Attention
PDF Templates created in the old PDF Template builder cannot be edited from the Workflow builder.
In the settings tab:
Step name - Click the edit icon and change the name that appears for this step in the collaboration room
Use the PDF Form - Turn this toggle off to replace the default PDF form (see Replace the PDF or overlay template Form in a Workflow)
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In the participants tab you can change participant labels (see Create multi-signer Workflow)..png "image(60).png")
Use the context menu above the selected item to do the following:
Edit the Form in the Form builder
Replace this Form with another one
Duplicate this step
Delete this step
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