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Settings and Uploading a Template

AVA avatar
Written by AVA
Updated over 3 months ago

Step 1 - Saving Template Settings

  1. Navigate to the "Document Settings" tab located on the right side of the main editor dashboard

Select the page size and document orientation you want:

  • A3, A4, or A5

  • Portrait

  • Landscape

Choose which page features you would like:

  • Highlight elements highlights all variables that you put into your template

  • Document Overflow and Underflow control the CSS styling between multiple pages, or if you want one continuous page template

Select Page Margins:

  • Set the margins you would like for each section of the template

Save Settings:

  • Save the template for later use - Autosave feature is also enabled

  • Activate or Deactivate the template for use in Podio - This will create or delete an app field in Podio which will enable you to create a print directly from Podio without having to go into Print

Step 2 - PDF Options

  1. Select which app item you would like to create:

  2. Choose PDF download options:

  • Click the upload button of which template you want to print. Podio will update the comments section and say the file has been added, it is then automatically uploaded into the app. Once the comments update, refresh the page, and the file will show up in the "Files" section.

  • Download a PDF file to your desktop

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