For existing Workflows:
Click on the gear icon to the right of the Workflow title and select Edit Workflow.
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.
Click on the PDF tab at the top of the page to begin editing the selected PDF.
If you have multiple PDFs in your Workflow, use the PDF toolbar dropdown to find the PDF you would like to edit.
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.
For new Workflows:
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.
Upload a PDF or docX to convert into an Anvil Workflow or select an existing PDF template and click Let’s go.
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 webform and PDF side-by-side.
Click on the PDF tab at the top of the page to begin editing the selected 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.
