To design the Print Layout, you have to enable the Print PDF functionality.
Steps to enable the Print PDF
- Login and access the Contacts from the universal menu.
- Click on the More(...) and select the Settings.
- In the Settings Page, click on the Security and select the Actions.
- You can view the Actions Toggle, scroll down to view the Print PDF Toggle.
- Enable the Toggle.
- You can set the Privileges on who can access the Print PDF feature using the Employees App.
Steps to customize the PDF Template
- From the Settings, Click on the Customize App and select the Print/Web Layouts.
- Click on the Create.
- By clicking on the create button, you can design the template from a blank layout, default layout, or copy from another layout.
- Here, select the start with the default layout.
- In the Create Template popup, add a name for the template and click on the Next button.
- In the Contact PDF, the template will get created with the default layout.
- You can set the File Name Prefix, page layout, and Page size.
- You can also edit the template by using the Palette section to drag and drop the attributes.
- Once you edit the template, click on the save.
- Now, you can view the newly created template is added to the Print/Web Layout list.
- Then, go to the Contacts home page and select the contact.
- Click on the More details to view the Overview page of a contact.
- You can view the Print option is available on the Contact Overview page.
- Click on the Print button and select the Contact PDF.
- Now, you can view the selected contact is available as a PDF.
