Configure output file format and other settings

After you’ve finished working on the template, you proceed to the Configure template substep - Settings.

Settings of template substep

Here you customize the following settings:


It is Testing by default. It means you won’t be charged for executions of this process but result documents will have a Plumsail watermark. Change it to “Active” to remove the watermark.

Output filename

The filename of the result document. You can use tokens inside this field.

You can insert values from your data using tokens. Their list is available by clicking { }.

Let us assume your data has property invoiceNumber. In this case, you can include it using token {{invoiceNumber}}. The tokens work in the same way as in document templates including value formatters. Additionally, you can use {{@date}} token to include current date:

  • {{@date}} - full current date with time.

  • {{@date}:format(dd.MM.yyyy hh:mm)} - formatted current date.

Output type

Type of the output file. By default, it is the same as your template but you can change it to PDF.

Lock form fields

The option locks the form fields once your process is completed. It’s activated by default. If you want to edit fields in the result PDF file - disable the option.

Add watermark

You can see this option if you selected PDF as an output type. Click on the Add watermark and upload a PNG image for your watermark. You will see the watermark configuration dialog:

Watermark dialog

You can specify position and opacity of your watermark.

Protect PDF

You can see this option if you selected PDF as an output type. It allows you to protect your PDF by setting a password, disabling printing, etc. Just click on the Protect PDF link and specify settings you need:

Protect PDF dialog

Once you finished configuration of the template you can proceed to add deliveries (email, OneDrive, eSignatures, etc). Just click the Save & Next button in the Configure template step.