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New Template

Before using the functions in this user manual, you need to understand the template quantity limit corresponding to different versions:

  • Trial Version: 1 template
  • Basic Version: 5 templates
  • Professional Version: 100 templates
  1. Enter the workspace: Select [Template] and click [New Template].

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  2. Enter the template name, select the template type, and upload the file.

Note:

  • PDF Template: Supports.pdf,.doc,.docx,.xls,.xlsx,.jpg,.jpeg,.png files.

  • Word Template: Supports.doc and.docx files.

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  1. Drag and drop the required controls onto the template.

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    a. Signature Area: Supports setting control name, signature area application page, and stamping rules.

    b. Stamp Area: Supports setting control name, stamp area application page, and stamping rules.

    Note:

  • Stamping Rules: Stamp according to the actual size of the stamp, customize the width and height of the stamp area

c. Table: After dragging and dropping onto the template, you can configure the following settings:

i. Basic Settings: Set field validation rules and field names.

ii. Border Settings: Set custom border styles, including color values, thickness, etc.

iii. Character Styles: Configure font, font size, alignment, and other layout parameters.

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d. Multiple Choice: After dragging and dropping onto the template, you can configure the following settings:

i. Basic Settings: Set field validation rules and field names.

ii. Option Settings: Set options and layout.

iii. Character Styles: Configure font, font size, alignment, and other layout parameters.

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Note:

  • Word Document: Dragging and dropping controls (such as images, table fields) may cause content to wrap.

  • PDF Document: Please reserve field positions in advance to ensure stable layout.

  1. After completing the configuration, click [Save] to save the template to [My Templates].

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