Document Templates of type PDF \(Advanced forms\)

concept australia Updated Sep 10, 2026 1 min read document-templates-PDF-flow.md
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A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document.

Important:

You can create a PDF document template either:

  • uploading a fillable, editable PDF document into the form.
  • using a PDF from Managed Documents.

The following flow describes how you can use a PDF document template from configuring the template until filling, signing, reviewing, and generating a PDF document.

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