Finish setting up the PDF


If you went through each tab already you’d have noticed there are a lot of settings you can change in the PDF. Continue setting up your PDF by navigating to each tab and reviewing each setting. Aside from the General tab, you have:

  • Appearance – Control the paper size and orientation as well as the font type, size and colour.
  • Template – Template-specific settings that allow you to change how the PDF gets generated
  • Advanced – Advanced features like PDF security are found here.


If you’d like more information about what each setting does, refer to our online documentation.

Once you’ve finalised the setup, click the Update PDF button at the bottom of the page.