To upload a new template please go to the Templates page.
Step 1.
Click Add New button.
Step 2.
Select the template you want to upload from your PC/Mac
The template must contain placeholders in {variable} format. Without the curlybraces the template is not valid. You can view and download sample templates from our library. Edit these templates or use them as guides.
The {variable} placeholders will be replaced with the data from your source file in XLSX, CSV, or JSON files. Alternatively, the data is sent from our integrations from Google Sheets, Airtable, WordPress, Zapier, or others.
Step 3.
Click the Detect Placeholders button and our app will validate the template. If succesful the fields will display as a form on the right side that allows you to generate a document or just a preview.
Step 4.
If you are happy with the result click Save Template and enter a name for your new template.
Step 5
Copy the template ID in case you needed in an integration from the templates page.
View Video Demo