Creating PDF templates | Revu 2017 & below

A little-known fact about Revu is that you can create new PDFs using a template. A template helps you quickly create PDFs that contain static formatting that you can add information to later – for example, users often use templates to create RFI’s, cover sheets, or submittals.

A template can start as a blank PDF or a PDF created from another program like Word, Excel or CAD. Then you can add markups, stamps, form fields – whatever you need.

  1. Click the New new-32x32 button on the Command Bar.
  2. The New dialog will display.
  3. Select a template option from the Template dropdown list.
  4. Click OK and the new PDF is created and opened in Revu.

To create a blank PDF with a customized size, just select your pages sizes under the Template dropdown menu.

Revu includes a number of default templates that are ready to use, but you can create your own from scratch, from existing PDFs, or by customizing the existing templates.

Example: Creating a PDF from the Punch Template

As a real-world example, I will explain how to create a new PDF template from a Punch template. Typically, punch sheets contain a company logo and a few fields for labeling, such as a room number. Let’s use this sample template from within Revu:

  1. Click the New new-32x32 button on the Command Bar.
  2. In the dialog, click the Template dropdown list, and then click <Template> Punch.
  3. Click OK.

This punch template has a space for your company logo and some fields at the bottom. If you want to create your own template using this template as a guide, perform the following steps:

  1. Redesign the new document using the Markup tools until you like its look.
  2. On the Command Bar, click Document > Flatten flatten.
  3. Ensure that the All Markups setting is checked, then click Flatten.
  4. Add any fields you want to remain editable during punch, such as text boxes for Room Number and Date. Do not flatten these fields.
  5. On the Command Bar, click Save save-32x32.
  6. Type a name for your template and then click OK.
  7. On the Command Bar, click New new-32x32.
  8. Click the Import button to the right of the Template list.
  9. Choose the Punch Sheet you just saved and then click OK.

To create a new document with that template, click OK, or click Cancel to exit the New dialog. Either way, the template will now appear in your Template list whenever you create a new document or blank page.

If you have Revu eXtreme, you can also add form fields to the template so key information can be entered quickly. Although Revu eXtreme is required for creating form fields, you can use Revu Standard and CAD to fill them in. “RFI – Form” is an standard template that includes form fields.

A template helps you quickly create PDFs that contain pre-loaded information. Learn how you can create new PDFs using preset and custom templates in Revu.

Related Articles