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Create a PDF template

PDF templates are best for forms and standardized documents where the page layout must remain fixed. Odella identifies fillable fields so you can review their purpose and define how each value should be populated.

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Before you begin

Use a current, approved PDF with existing form fields whenever possible. Confirm that:

• The file opens correctly.
• Field names are distinct and meaningful.
• Required and optional fields are known.
• Obsolete values and unresolved comments have been removed.
• You have authority to use the document as a template.

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Create the template

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Write field instructions

Good field instructions are specific and testable. Avoid instructions such as “fill appropriately.” State where the value comes from and what to do when the source is unclear.

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Defaults and validation

Use defaults only for values approved to remain consistent across documents. Do not use defaults for facts that must come from the current matter, customer, transaction, or request. Validation can include:

• Required-value checks
• Date and identifier formats
• Allowed value lists
• Number and length limits
• Cross-field consistency checks

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Test the output

Include tests for:

• Every required field
• Missing optional fields
• Long names and addresses
• Special characters
• Multi-line text
• Each checkbox and dropdown state
• Values near field-length limits
• Page rendering and print output

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Assign and use the template

After publishing, assign the PDF template to the appropriate workers or select it in a Populate Template block. See Use templates for delegation and review guidance.