--- title: "Add PDF Templates to a Workflow" slug: "add-pdf-templates-to-a-workflow" updated: 2025-07-15T10:51:07Z published: 2025-07-15T10:51:07Z canonical: "knowledge.lightico.com/add-pdf-templates-to-a-workflow" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # Add PDF Templates to a Workflow 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. > [!WARNING] > 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 PDF Templates](/v1/docs/getting-started-creating-esign-documents). --- **To add a PDF Template to your Workflow:** 1. Add the **PDF** item to the canvas. The **Add item** window appears. 2. Select the PDF Template you want to add, and click **Add** -OR- Click **Create new** and create a new PDF Template in the PDF Template builder. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_138d070c.png) 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 > [!WARNING] > 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](/v1/docs/replace-the-pdf-or-overlay-template-form-in-a-workflow)) - **Allow continuing without signing** - Turn on this toggle to allow any of the document signers to decline to sign and continue with the rest of the Workflow (see [below](/v1/docs/add-pdf-templates-to-a-workflow#allow-continuing-without-signing)). ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-06-19_16-36-02.png) In the participants tab you can change participant labels (see [Create multi-signer Workflow](/v1/docs/manage-multi-signer-in-workflows)).![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(60).png) - **Send step data to email** - Turn on the toggle and select an email connector hub to have session sent to a predefined email at the completion of this step. For more information, see [Configure general Workflow settings](/v1/docs/configure-workflow-settings#send-workflow-data-to-an-email-address). Use the context menu above the selected item to do the following: - **Edit** this PDF in the PDF Template builder - **Replace** this PDF Template with another one - **Duplicate** this step - **Delete** this step ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(63).png) --- ## Allow continuing without signing Allow continuing without signing is a Workflow template setting that allows customers to decline to sign a document and continue with the rest of the Workflow. It gives Business Configurators the flexibility to design Workflows that streamline exception handling while maintaining transparency and forward progress. ### How it works | When enabled on a PDF step in a Workflow: - Participants are given the option to **Continue without signing** during their session. - If any participant declines to sign, the document is closed for signing - no further signatures can be collected on it, and the other participants receive a notification. - The decline action is recorded in the document audit trail. - The Workflow continues to the next step automatically. | ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-06-19_18-10-23.png) | | --- | --- | ### When to use it Use this setting when: - You want to avoid Workflow stalls caused by a participant who simply doesn’t sign. - A document is not critical to the overall process (i.e., not a deal-breaker). - It’s important to log and acknowledge a declined signature but still allow the remaining Workflow to proceed. ### How to configure **To allow continuing the Workflow without signing:** When the PDF step in the Workflow is selected, turn on the toggle in the settings tab.![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-06-19_16-36-02(1).png) A user that communicates with end-customers to complete tasks in a Collaboration Room session or a Case Manager case.