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How to Generate PDFs

Alex Hom avatar
Written by Alex Hom
Updated over a month ago

Within a Document's Details, PDFs can be generated from templates created for the project. PDF Templates can be further customized with images and files attached to the current open Document.

  1. Click Action Menu

  2. Click Generate PDF

  3. Select Template

    1. Input a Filename

  4. Select Images

    1. Add pages to the Generated PDF that contain a grid layout of images

      1. Select Image Layout

        1. Select an Image Grid layout for Images

      2. Add Page

        1. Add the number of pages needed for the PDF file

      3. Input Images

        1. Click grid positions to insert images

      4. Metadata Display Section

        1. File Names: Display the file names of the attached images

        2. Captions: Display the captions of the attached images

  5. Attach Files

    1. Select files from the Document to attach to the end of the Generated PDF

  6. Sort Files

  7. Review and Generate

    (Generated PDF is saved within the Document's Files)

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