How to make/upload a template of your PDF?

How to make/upload a template of your PDF?

Open your Digio account through email id and password. On the left panel, you will see a templates section. Now follow the below steps in order to define the variables:

  1. Click on the upload template button given at the top of the page.


  1. Assign signers for the document.


  1. Click on the signature icon and then click on the template where the signature needs to be placed.

 Sign coordinates can be viewed by clicking on show sign coordinates on the right side of the page. 

  1. Create a company seal/stamp by selecting the Stamp option from left panel and add on the document

To create a stamp, click on the shape you want to create the stamp in. Enter the stamp details in the details box and select the color of the stamp.

  1. The user can add an image to the template by clicking on the add image button.(optional)

  1. Add text to the document. (optional)

  1. Mask: mask covers the unwanted elements from the template.

  1. Defining variables in the templates.


Type

Name

Description

Text

Text box

(optional) click on the text box and then click  on the desired place over the template. (For small string characters)

Text

Text area

(optional) click on text area then click  on the desired place over the template.. (For large string characters)

Image

Image box

(optional) Field to add image in the form.

Multiple values

Check box

(optional) Users can select multiple values in the form. The value and label for each of the options needs to be defined. 

Single value

Radio button

(optional) Users can select any one value out of the given values in the form. The value and label for each of the options needs to be defined. 


  1. Click on save template. 

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