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How to Create a PDF Template

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  1. Open Settings

    Account > Settings

  1. Click PDF templates
  2. Click Create Template
    Click here if Templates are already created...

     

  3. Create the Template Name
    1. Enter a title name.
    2. Click Create.
  4. Modify Template Settings
    1. Click on the new template name
    1. Click tabs to configure template settings
    2. Save
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