Save a PDF form as a template and reuse it

A template saves the layout of a form you have already set up: the PDF and every field on it, in the same spot and size. It does not keep your answers. Each time you use it, you start with a clean copy that is ready to fill.

Templates are part of Premium.

When a template helps

Use a template for any form you fill more than once, where the layout stays the same but the answers change. For example:

• a timesheet or expense form you send every month,
• a W-9 you give to each new client,
• a consent form you complete for each new patient or event, or
• an order or intake form you fill for each customer.

You set up the fields once. After that, every new copy takes only as long as typing the answers.

Save a template

1. Open the form and add all the fields it needs, such as text fields and check marks.
2. Put each field in the right spot and size.
3. Click Save as Template in the top bar.

The template keeps the PDF and the position, size, and font of every field. Your answers are not saved. In the template, each text field shows Edit me instead.

Find your templates

Go to My Account and open the Templates tab. Every template you saved is listed there.

Start a new form from a template

1. On the Templates tab, click Use Template.
2. The form opens in the editor with all the fields in place.
3. Click each field and type over Edit me with the new answer.
4. Download the filled PDF, or save it as a project.

Delete a template

On the Templates tab, click Delete next to a template you no longer need.

Template or project?

These two sound alike but do different jobs:

• A template keeps the layout only. Use it to start a fresh copy each time.
• A project keeps the layout and your answers. Use it to pause a form and finish it later.

Fill templates even faster

Premium has two more tools that pair well with templates:

• Reusable fields save details you type often, like your name or address, so you can drop them in.
• Data sets fill several fields at once with saved answers.