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Create a PDF archive from a template
- From the Create Requests drop-down menu on any My Requests page, select Create from Templates.
- Enter the PDF request name and description.
- From the Select Custom Template drop-down list, select a template.
- Click Next.
- Step through the Forms Options and PDF Request Settings pages.
These have been prepopulated with the values from the template you selected. Note that you cannot change the security options associated with adding comments to PDF output and copying content.
- Click Next.
- On the Review and Submit page, click Submit.
Tip: Manage templates from the Templates menu on the left. To save the changes to a new template, on the Review and Submit page, click Make a Copy, specify a new name and description, and click Save.
