How to create PDF templates

Revu includes a number of default PDF templates that are ready to use, but you can create your own by customizing existing templates or by starting with a blank PDF.

Follow these steps to use an existing template:

1. Select File > New PDF.
2. Choose a template in the Template dropdown.
3. Select OK.

Alternatively, go to File > New PDF from Template and choose a template.

If you receive a PDF template via email or need access to one in a shared drive, you can import it into Revu. Follow these steps to import a template:

1. Select File > New PDF from Template > Import Template.
2. In the File Explorer, navigate to the folder where the PDF template is saved.
3. Select the file, and click Open.

The PDF template won't automatically open in Revu, but it'll appear in the dropdown when you navigate to File > New PDF from Template.

Follow these steps to create a custom template from a blank PDF:

1. Select File > New PDF.
2. To create a blank PDF, select Custom in the Template dropdown.
3. Enter the document width and height, and choose the orientation of your template.
4. Select OK.
5. Add any markups to the PDF that you want to include in the template.
   For Revu 20 & below, you must have an eXtreme edition license to add form fields or editable text boxes.
   1. To ensure your template can't be edited while in use, select Document > Flatten.
   2. Select All Markups.
      
   3. Select Allow Markup Recovery (Unflatten) if you want to edit the template in the future.
   4. Select Flatten.
6. Go to the Properties panel and update the title. This will be the name of the template.
   
7. To save your template, go to File > New PDF from Template > Save As Template.
8. Enter a file name, and select Save.

The template will appear in the dropdown list whenever you create a new PDF from a template.

For more information about how to save and create title block templates for sketch workflows in Revu, see this article.

How-To

Editing Documents

Revu 20

Revu 21