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How to edit your pdf templates in formaloo

Learn how to access and edit your Formaloo PDF templates anytime after creation, plus how to fix extra text appearing in generated PDFs.

Updated over a week ago

If you’ve already created a PDF template and need to make changes, don’t worry, you can edit it anytime. Follow these steps to find and update your template:

  1. Open the Apps & Integrations section in your workspace.

  2. Locate the Custom PDF app.

  3. Find the specific template you want to modify.

  4. Click the edit icon to open and make your changes.

You can adjust the layout, text, fields, and style as needed. A short video tutorial is available to help guide you through the process step-by-step.

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