How to use PDF Maker?

Easily generate PDFs: choose a template, set save location, then preview or bulk-generate records.

PDF Maker

Last Update há um mês

You can watch the video below or follow the steps to learn to use PDF Maker.

Step 1 : Select the template

Select the template you want to use for generating PDF.

Step 2 : Select where to save?

Select the field to store the generated PDFs

Step 3 : Preview or Generate

Choose whether you want to preview the PDF or Generate it.

Step 4 : To preview the PDF

Select only a single record and click on the preview button.

Step 5 : Bulk Generation or Single Record

If you want to generate PDF for multiple records, then select
multiple records, and if you want to generate PDF for a single record, then select that record.

Step 6 : Click on Generate

Click on the generate button to generate PDFs.

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