PDF Templates: Edit templates

These pages cover the template editor under Settings → PDF Templates. Read how templates work first, then open and save a template, edit it, check it in the live preview, and add images or ask the AI assistant for help. The last pages cover common changes by document type, packing slip rules, and where finished documents get printed and shared.

To…	Go to…
learn the template language and which template prints	How PDF templates work
save, recover, restore, or reset a template	Find, save & restore templates
insert values, repeat line rows, and reorder sections	Edit a template
check a change against a real order before you save	Preview a template
add logos, images, and repeating footer banners	Add logos, images & footer banners
describe a change in plain English and review it	Edit a template with the AI assistant
make the common edits for each document type	Common customizations by document type
highlight, hide, or annotate lines on packing slips	Set up packing slip rules
print, email, and download documents that use your templates	Print, email & share these documents