Creating a Custom PDF Template
This article describes how to create a custom PDF template that allows for some common customizations.
If you have very specific needs then please have someone with HTML and CSS knowledge refer to our manual on making custom PDF modifications by hand.
- On Mac: Clarify > Preferences
- On Windows: Edit > Preferences
Create a custom template
Click on the + button to create a new custom template.
Configure the General settings
From the General tab you can customize things such as the page size, orientation, image alignment, content flow, header, and footer.
For a list of variables that you can use in the Header and Footer text refer to this article.
Whenever you want to see how your template will look, click the Preview button.
Configure the Fonts & Colors
You can specify the font, color and size of text in the PDF document from the Fonts & Colors tab. If a font isn't set for a particular object, the Default Font will be used.
The Customize CSS tab enables you to make adjustments to elements that aren't available in the user interface. Refer to the article on custom CSS recipes for some examples.