Ch. 006. Template Assets - Master PDF

EDOCBUILDER > eDocBuilder Documentation Manual & Videos

After you've entered your new template name on the previous page you are brought to the page you see below that is the Template Assets Page. This is where you will load the Master PDF you created earlier or start a new template from scratch. Fonts and images that will be needed in the template itself will also be added here (we discuss those options in the following chapters).

Uploading the Master PDF

To upload a new Master PDF you must be on the assets page and have the "Upload PDF" tab selected. Then click the Select button to locate the PDF on your computer. Once selected the master PDF will upload and a "Save & Commit" butt will show. Click this button to save the master PDF to the template and commit the changes.

Please remember that field names on the Master PDF should only contain letters a-z; with no spaces, no numbers and no special characters. Duplicated field names are also not allowed. If you receive an error at this point of the process, please open up your PDF and make sure your naming is correct. This is a very common mistake when first learning the eDocBuilder system.

Creating a New Template from Scratch

If you'd like to use our Field Designer to create a template from scratch, you can specify the dimensions of your document and enter how many pages will be in the document. You will need to use the Field Designer which allows you to upload images and text fields and then specify the parameters as usual.

Also, as seen below, you can use the "From Scratch" tab to create a new template by inputting page count, width and height then clicking the "Save & Commit" button.

Downloading the Master PDF

After a master PDF has been uploaded to a template, you can always download it from the Assets area. You will see a first-page preview of the master PDF, with a "Download" button underneath it. Simply click that button to begin downloading your current master PDF.

TIP: If you return to this asset area later and re-upload a new Master PDF you will need to "Commit Changes" before the new master will be recognized by eDocBuilder. To do this you need to go to the "Field Setup" page where you will see a commit button.


Q: My template displays as a blank "tempImage" on the main EdocBuilder Admin page, what's wrong?