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Adding attributes to a PDF document

Find item attribute variables in a document template, add them to your PDF layout, and preview how they show for items with that attribute.

Open a document template

1. To add attributes to a document template, click here

Zigaflow dashboard with the settings gear icon highlighted in the top-right toolbar, next to the notifications bell

2. Click "Document Templates"

Settings menu list with the Document Templates option highlighted between Customer Portals and Domains

3. Edit a document template

Document template list with Body and Docx tags, highlighting the Default With Photos template to open for editing

Find the attribute variables

4. Click "Search Variables"

PDF template editor with the Search Variables button highlighted in the blue toolbar beside Step 1: Preview and Revert

5. Type "Attribute" in the search to list the variables. Note that the attribute name is put between "{ItemAttribute" and the display type (i.e. Value, Label).

Document Template tags list filtered by "Attri" in Line Items, showing Item's Attribute Name, Value and Label variables

6. Click "Close Tags List"

Tags list of item attribute variables with the Close Tags List button highlighted at the top right, beside the Back button

Add and preview the variables

7. Add the variables to the document

Document template table cell with {ItemDescription}, {ItemAttributeColorLabel:} and {ItemAttributeColorValue} variables

8. Click "Step 1: Preview"

Template editor toolbar with the "Step 1: Preview" button highlighted, next to Search Variables, Revert and Download Versions

9. Note how it appears only for the item with that attribute and not for the other. Click "Save"

Template preview of a quote PDF with "Color: Green" highlighted on one line item only, and the Step 2: Save button highlighted

Learn more: document templates in Zigaflow

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