To create a new PDF template, press the “+” button on the top right corner of the my templates section under PDF Templates.

You'll then be prompted to select a thumbnail image, select your PDF document, create a title, description and a Category for your PDF template.

Once you have everything set up here you'll want to click on the Create button.

You'll now see your newly created PDF at the top of the list of your My Templates.

From here you can now go into the PDF Mapper and then finally, engage your client/prospect with your PDF

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