---
title: "Customizing the PDF or overlay template form in a workflow"
slug: "replace-the-pdf-or-overlay-template-form-in-a-workflow"
updated: 2023-10-08T06:28:07Z
published: 2023-10-08T06:28:07Z
canonical: "knowledge.lightico.com/replace-the-pdf-or-overlay-template-form-in-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.

# Replace the PDF or overlay template form in a Workflow

When a [PDF template](https://knowledge.lightico.com/docs/design-workflows#pdf-template) or overlay template (used with an [external document](https://knowledge.lightico.com/v1/docs/add-external-documents-in-a-workflow)) contains fields that need to be filled in by the customer, a digital form is auto-generated. The customer fills in all fields in this form and then the information is inserted into the document. When you add a PDF template to a workflow, you have the option of hiding this auto-generated form and replacing it with a custom form. This enables you create a much better customer experience by:

- Branding and customizing the form using the Form Designer
- Combining fields from multiple forms in the workflow into one unified form

	
	Note:
	

		

In order to replace the auto-generated form, fields in the PDF or overlay must be bound to attributes.

	

**To replace the auto-generated form:**

1. In the workflow, select the  PDF or external document item and click the three dots.
		  
The context menu appears.
2. Turn off the **Use****PDF form** toggle. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_13ff3cd7.png)An additional setting appears in the context menu.
3. Click **Select Form**.
		  
![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_140050c8.png)The form selector window appears.
4. Select an existing form (including one of the forms already added to the workflow)
		  
-OR-
		  
Click **+New Form**.
5. Click **Done**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_3a21ce7e.png)The Form Designer opens:
  - If you selected an existing form, all fields from the PDF appear in a new section added to the last page.
  - If you selected New Form, all fields from the PDF appear in the first section of the first page of a new form.
6. Edit the form as needed (see [Create forms](/v1/docs/create-forms)) and click **Save.**
7. Click the back button to return to the workflow.
		  
![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_144e1818.png)If you created a new form, it is added to the workflow.