Document Template


A document template defines the margins and all other features (logos, footers, etcetera) you want to appear on every physical copy of a smart document.
Document templates apply to smart documents only. With existing PDF documents, logically, the layout is already present.


These are your options:
Give the template a name.
Set the top, bottom, left and right margins for your documents.
Add Language
Indicate the language of the document. You can upload a different template for each language, for example to have a slogan appear in the document's language.
Attach PDF
You can upload different PDFs that serve as templates for all the languages you have added. When a user downloads a document in the Case Manager, the template of the selected language will be used.


  • Document: A smart document is one of two types of documents in atfinity. The other type is an existing PDF document.