Project administrators can upload PDF templates in project settings. Navigate to your project settings, find the 'PDF Templates' section, and upload your template. Then drag and drop fields from your project onto the template to map your data.

You can upload standard PDF files as templates, with a maximum of 10 pages per template. The system converts your PDF to images and overlays record data while preserving your original formatting, logos, and design elements.

Only Project Administrators can upload and configure PDF templates. However, once templates are set up, any team member with appropriate permissions can generate PDFs from records.

Yes! You can create multiple PDF templates for different document types within the same project. For example, have separate templates for invoices, work orders, and reports.

PDF generation supports all field types in Blue including text, dates, currency, percentages, formulas, selections, lookups, references, buttons, star ratings, and more. Every custom field type can be mapped to your PDF templates.

Formula fields populate with their calculated values at the time of PDF generation. This ensures your documents always reflect the most current calculations and data relationships.

Yes, file fields are supported for images. Images attached to records are embedded directly into your generated PDFs with automatic scaling. Note that only image files (JPG, PNG, GIF, etc.) are displayed in PDFs - document files are not rendered.

Empty fields will appear blank in the generated PDF. You can design your templates to handle this gracefully with appropriate spacing and layout considerations.

Open any record and select 'Print' from the record menu. Choose your desired template, preview the output, and then either download the PDF file or send it directly to a printer.

Yes! The system provides a preview of your PDF before generation, allowing you to verify that all data is correctly positioned and formatted according to your template.

You can either download the PDF file to save locally or send the document directly to a connected printer. This flexibility supports both digital workflows and physical documentation needs.

Currently, PDF generation works on individual records. For bulk document generation needs, consider using our API or automations to streamline the process across multiple records.

Popular use cases include invoicing and billing, work orders and service reports, receipts and confirmations, compliance documentation, purchase orders, and performance reports. Any scenario requiring professional document output benefits from this feature.

Design your PDF templates with your brand elements (logos, colors, fonts) already in place. The system preserves your template design while populating data fields, ensuring every generated document maintains your professional brand appearance.

Absolutely! Generated PDFs are standard files that can be emailed, shared, or printed for clients, vendors, and stakeholders. They contain no Blue-specific formatting and appear as professional business documents.

PDF generation creates standardized documentation directly from your data, providing consistent formatting and eliminating manual errors. This supports audit trails and compliance requirements by ensuring accurate, timestamped documentation.