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create pdf template

Question asked by sharvisions on Dec 23, 2018
Latest reply on Jan 15, 2019 by imvinnie

How do you add fields to a PDF Template?  It says its like the Excel format in the Field Tagger.  But what or where do you name the field in the PDF.  

 

If for word it is example: a Case #, api is Case_CaseNumber so for word its <<Case_CaseNumber>>

 

For a PDF it suggests excel so no arrows just Case_CaseNumber .  

 

So that didn't create a merge.  So where do I name the field in the PDF?

 

Thanks,

 

Gary

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