In this video, we will go over the second part of the process for exporting a PDF. Here, you will learn how to create and design your own template using the new features. The template is important because it defines how your PDF will look when you download it, including the title, information, columns, and overall layout.

Step 1: Create a New Template
The first thing we need to do is create a new template and give it a title.

Next, we select what type of information we want to display in the PDF. We can choose to show a full table or display the information by rows, depending on how we want the data to be presented.

Once the template is created, we will see different text blocks that we can edit. From here, we can delete, move, or modify the elements on the page to start designing the layout of our PDF.

Step 2: Add the Title and Columns
Now we will add the main title of the document. In this example, we type “Product Shipment.”

From here, we can also change the font size, color, or style depending on how we want the title to appear.

To add columns to our table, we simply select the ones we need, such as Product, SKU, Price per Unit, Quantity, and Delivery Date.

When the PDF is generated, these fields will automatically display the corresponding information.

Step 3: Add Business Information
Next, we will add our business information.

To do this, we add a new text block. Here we can include details such as Company Name, Address, Email, and Phone Number.

After that, we can adjust the font size or color to make this information stand out.

Step 4: Create Layout Dividers
To make the document look more organized, we can add dividers between sections.

An easy way to do this is by using a text block with underscores. This creates dividing lines that help separate the different parts of the document when the PDF is generated.

Step 5: Add Client Information
Now we will add the client’s information.

First, we add another text block to create the client section. Then we can add variables. Variables are unique data fields that come directly from our columns. For example, if a client name appears multiple times, it will only be added once.

Their purpose is to automatically fill in the information when we export the PDF, so you won’t need to manually enter these details each time you generate a document.

For example, we can add variables such as Client Name or Client Account. These variables are connected to the columns selected in the table.

Step 6: Save the Template and Export the PDF
Once the design is ready, the final step is to save the template.

Later, when you export the PDF, all the variables will automatically be filled with the corresponding data. This allows you to generate documents quickly without having to manually enter the information every time.