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How to use PDF Maker?

Easily generate PDFs: choose a template, set save location, then preview or bulk-generate records.

Written by Chirag Gupta
Updated this week

You can watch the video below or follow the steps to learn to use PDF Maker.



Step 1

Select the template

Select the template you want to use for generating PDF.

Select the template


Step 2

Select where to save?

Select the field to store the generated PDFs

Select where to save?


Step 3

Preview or Generate

Choose whether you want to preview the PDF or Generate it.

Preview or Generate


Step 4

To preview the PDF

Select only a single record and click on the preview button.

To preview the PDF


Step 5

Bulk Generation or Single Record

If you want to generate PDF for multiple records, then select multiple records, and if you want to generate PDF for a single record, then select that record.

Bulk Generation or Single Record


Step 6

Click on Generate

Click on the generate button to generate PDFs.

Click on Generate
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