Document templates

Navigate to the template editor

Use the template editor to make changes to any docX or PDF template for use with Workflows, Etch e-sign, or API.

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Document templates

For new templates:

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Add a new document template.

Click on + Create template button at the bottom of your left-side navigation. You can also start a new template from the Create template button or, if it’s your first time using Anvil, from the Welcome card on your document templates dashboard.

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Select a document.

Upload a PDF or docX to convert into an Anvil Template and click Upload.

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You will be redirected to the template editor.

You can now set up your document as a template.

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For existing templates:

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Edit the template.

Click on the gear icon to the right of the Workflow title and select Edit template.

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You will be redirected to the template editor.

You can now edit your document template.

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