Generating a document in your Dashboard

The Documents page

Once you’ve created and published a template, you can now create a document.

Head to the Documents page and click on Add a document.

You can then choose the template you want to use and start filling in the data to use in the template.

Switching to the Sample data tab will display the test data used when building the template. It can be useful to copy or to compare with your real data.

The preview will keep updating everytime you change your data so that you can see how your document will look like.

The preview is a real PDF, you will be able to see exactly what your document will look like once generated!

Once you’re happy with what you’re seeing, click on the Generate it button to create your document. Once the document is generated, the page will show a Download button you can click to get your PDF.

That’s it!