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How do I create a template in Lumin PDF?

Learn how to transform any PDF into a reusable template in Lumin PDF to streamline your document workflow and save time on repetitive tasks.

  1. From the Lumin home page, click Templates from the left-hand menu.PDF - Templates-1
  2. Upload by clicking + Templates.PDF - Upload
    1. Upload to My templates to create exclusive templates accessible only by you.
    2. Upload to Workspace, i.e., Acme Limited, to make templates available to all Workspace members. PDF - Upload level
  3. Once uploaded, prepare the template by double-checking its contents. To do this, select more options and then click Edit to open it in Lumin PDF.
    PDF - Edit
  4. In Lumin PDF, you may use the Form Builder to add fillable fields, signature fields, radio buttons and more. PDF - Fillable field

TIP: Convert existing templates already uploaded in Lumin by selecting more options, then clicking Save as template.

PDF - Save as template