Document Designer is an essential feature that lets you easily create PDF documents, customize them, and send them directly to clients for further perusal within the workflow automation platform. Regularly used documents such as invoices and purchase orders can be mapped to workflows where data will be filled automatically. Form fields can be added once the containers are added. You can create a new field using the following steps.
- Go to the Document Designer option in the menu on the left.
- Select an existing document designer.
- Click on the Add Container button.
- Now enter the number of rows and columns required and click the Add to page button.
Now a container has been added to a document designer. You can view the container with the specified rows and columns and you can also adjust the height and width of rows and columns.