> For the complete documentation index, see [llms.txt](https://signature-docs.boloforms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://signature-docs.boloforms.com/dashboard-guides/pdf-templates/generating-pdf-template.md).

# Generating PDF Template

{% embed url="<https://www.youtube.com/watch?v=vrSgKLdGB34>" %}

#### Go to [BoloForms Signature](https://signature.boloforms.com/create)

1. Click on PDF Template to create your own PDF template that you want to get signed.

<figure><img src="https://97930704-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlLQnbZ5lf3wWQizPAzBg%2Fuploads%2FJGbWO11oAEAanT9fb8Ua%2Fdashboard-september-25-2023-video-1920-x-1080-step-2%201.png?alt=media&amp;token=9d359186-a83a-4ca2-9dbe-a61e9634e551" alt="select pdf template"><figcaption></figcaption></figure>

2. Add the PDF under the “Upload your PDF here” section and also add the role under the “Role” section.

<figure><img src="https://97930704-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlLQnbZ5lf3wWQizPAzBg%2Fuploads%2FMEkbcD0e9TF8StimhN2V%2Fdashboard-september-25-2023-video-1920-x-1080-step-4%201.png?alt=media&amp;token=e0271cc7-fbe4-4227-927f-99734994f6c8" alt="upload pdf"><figcaption></figcaption></figure>

3. You can also add a Message for the receiver under the “Add Private Message” section.

<figure><img src="https://97930704-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlLQnbZ5lf3wWQizPAzBg%2Fuploads%2FYg4UuifnKt0yiXWs3aE9%2Fdashboard-september-25-2023-video-1920-x-1080-step-3.png?alt=media&amp;token=e6922eee-4085-4ebb-9255-e297ec7e7879" alt=""><figcaption></figcaption></figure>

4. After which you can click on continue.

<figure><img src="https://97930704-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlLQnbZ5lf3wWQizPAzBg%2Fuploads%2FLkxexGo5VNSrVBDlHOZ7%2Fdashboard-september-25-2023-video-1920-x-1080-step-5.png?alt=media&amp;token=f3d4c0e6-8699-44e8-bda3-82cd1138c8c6" alt=""><figcaption></figcaption></figure>

5. Add the signature box by clicking on Signature. You can also add initials, text, and date.

<figure><img src="https://97930704-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlLQnbZ5lf3wWQizPAzBg%2Fuploads%2F7UINSi7NONZml77cQuFl%2Fdashboard-september-25-2023-video-1920-x-1080-step-6.png?alt=media&amp;token=f5bb1b18-9c4e-431f-af62-89f8505ab224" alt=""><figcaption></figcaption></figure>

6. Drag and drop the signature box and place it where needed after which you can click on “Save Template” to save the template.

<figure><img src="https://97930704-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlLQnbZ5lf3wWQizPAzBg%2Fuploads%2F2OTpN0NaV4QJdSx2cSh7%2Fdashboard-september-25-2023-video-1920-x-1080-step-10.png?alt=media&amp;token=24cc8db6-5018-4a00-b54c-ad310ce0b89a" alt="save template"><figcaption></figcaption></figure>

7. Add the details of the receiver and then click on “Send Email” to send the email to the signer.

<figure><img src="https://97930704-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlLQnbZ5lf3wWQizPAzBg%2Fuploads%2FbeYFthuikGmbcEegztJJ%2Fdashboard-september-25-2023-video-1920-x-1080-step-13.png?alt=media&amp;token=bde12311-f66f-4ed2-8d07-04c5fb3ada50" alt=""><figcaption></figcaption></figure>
