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Exporting a template

AVA avatar
Written by AVA
Updated over 3 years ago

Step 1 - Choose where you want your file

Once you have completed your template, you are able to now export it in either of two forms:

  • PDF document to your desktop

  • PDF document attached in the "Files" item in the related Podio App item

Step 2 - Navigate to document settings

In the editor, the Document Settings is located on the right-hand side.

  1. Activate your template within Podio by clicking the "Activate" button

  2. Make sure an App Item is selected

  3. Hit the "Download" button to download PDF to desktop

  4. Click the "Upload" button to upload the PDF to whichever App item was selected

Note: Clicking the upload button is the same as selecting the field value inside of the item in your Podio App

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