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PDF Template Editor
The PDF Template Editor gives you a visual workflow for designing dynamic documents. You build a template by placing dynamic placeholders onto an uploaded PDF background.
The editor works exclusively with the PDF Templates class. Each template you create becomes an instance in this class, carrying the fillTemplate function that populates your document with data.
Enter a unique name for your template and choose a standard page size (A4, A5, or Letter).
3
Generate instance
Click Create Template. Heisenware generates the corresponding instance in your Function Explorer.
Designing the layout
Once your template is created, set up the visual background and place your dynamic fields.
Managing pages and backgrounds
To use an existing document as a layout, first upload its pages as separate PDF files to the File Explorer.
1
Add blank pages
Add a blank page for each page of your source document using the Add Page icon ().
2
Set background
Drag each page file from the File Explorer onto the corresponding blank page. This sets the file as a static background.
3
Organize
Right-click a page to open the context menu, where you move pages up or down or manage the layering (Bring to Front / Send to Back).
Deleting a page is permanent
It removes the page, its background, and all placeholders on it. You cannot currently replace the background of an existing page.
Placing and configuring placeholders
Placeholders are the dynamic slots where your logic inserts data.
1
Add placeholder
Click the text or image placeholder icon in the toolbar (, ), then click the page to place it.
2
Assign variable
Select the placeholder and click the gear icon. Provide a variable name (e.g., firstName).
3
Style
Adjust the font, size, or colors for text, or resize the bounding boxes to define the final content area.
Data matching
The variable name you enter (e.g., invoiceNumber) must exactly match the key in the data object you provide in your backend logic later. The editor adds the <> tags automatically.
Populating the template
To bring your PDF to life, call the fillTemplate function in your backend logic. It is the engine: it takes a data object (say, a JSON object from a database), merges the values into your placeholders, and outputs the finished PDF. For detailed input and output specifications, see the PDF Templates class documentation.
To see these concepts in action, follow our step-by-step guide on automating PDF reports.
Deleting a template
To permanently remove a PDF template and its associated function:
