PDF editor

Navigate to the PDF editor

Use the PDF editor to make changes to the PDF document itself including naming, replacing or updating the base PDF file, and formatting of the PDF output. From here, you can also add or edit any individual PDF field.

The PDF editor can be found in the workflow editor and is used to edit the individual instance of a PDF within the associated workflow. If you would like to edit a PDF across multiple workflows, use a PDF template.

PDF editor

For existing workflows:

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Edit workflow.

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

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You will be redirected to the workflow editor.

The workflow editor has a navigation bar at the top with 3 tabs: Webform, Preview, and PDF. When you enter the workflow editor, you will be in the Preview tab which will show you your webform and PDF side-by-side.

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Select the PDF tab.

Click on the PDF tab at the top of the page to begin editing the selected PDF.

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If you have multiple PDFs in your workflow, use the PDF toolbar dropdown to find the PDF you would like to edit.

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Edit your PDF.

From the PDF editor, you can edit the PDF name, update or replace the underlying PDF file, format the PDF output, add selection logic, and delete the selected PDF.

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For new workflows:

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Add a new workflow.

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

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Select a document.

Upload a PDF or docX to convert into an Anvil Workflow or select an existing PDF template and click Let’s go.

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You will be redirected to the workflow editor.

The Workflow editor has a navigation bar at the top with 3 tabs: Webform, Preview, and PDF. When you enter the workflow editor, you will be in the Preview tab which will show you your auto-generated web form and PDF side-by-side.

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Select the PDF tab.

Click on the PDF tab at the top of the page to begin editing the selected PDF.

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Edit your PDF.

From the PDF editor, you can edit the PDF name, update or replace the underlying PDF file, format the PDF output, add selection logic, and delete the selected PDF.

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Related Articles

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Add a PDF to a workflow

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