Setting a Background PDF

  • 20/04/2023
  • 4 minutes to read

Using background PDF files is an easy way of customizing the generated PDF files you attach to email templates, letting you add company information such as logos or watermarks to them. Basically, background PDF files work the same way as letter paper used to in the good old analogue days where everything was printed. When you set a background PDF, the selected file will be inserted into the PDF file from a generated report as a layer behind the report text.

Document Output lets you specify three different background PDF files for each template line:

  • A first-page background PDF, which only applies to the first page of the generated PDF file
  • A last-page background PDF, which only applies to the last page of the generated PDF file
  • A background PDF, which applies to all pages between the first and the last page of the generated PDF file and also to the first and last pages if they haven't been specified separately

Setting a background PDF

To set a background PDF for an email template line, follow these steps:

  1. Choose the Search icon, enter Email Templates, and then choose the related link.
  2. Select the email template to which you want to add a background PDF.
  3. Select the email template line to which you want to add a background PDF.
  4. In the action bar in the Email Template Lines FastTab, select Background PDF > Set Background PDF.
  5. Select a PDF to use as background.

To set a first-page background PDF for an email template line, follow these steps:

  1. Choose the Search icon, enter Email Templates, and then choose the related link.
  2. Select the email template to which you want to add a first-page background PDF.
  3. Select the email template line to which you want to add a first-page background PDF.
  4. In the action bar in the Email Template Lines FastTab, select First Page Background PDF > Set Background PDF.
  5. Select a PDF to use as first-page background PDF.

To set a last-page background PDF for an email template line, follow these steps:

  1. Choose the Search icon, enter Email Templates, and then choose the related link.
  2. Select the email template to which you want to add a last-page background PDF.
  3. Select the email template line to which you want to add a last-page background PDF.
  4. In the action bar in the Email Template Lines FastTab, select Last Page Background PDF > Set Background PDF.
  5. Select a PDF to use as last-page background PDF.

Use the checkboxes on each email template line to see which background PDF features that have been enabled for that email template line.

Note

You have the option of specifying whether the first-page background PDF or the last-page background PDF should be used for single page PDF files.

See also

Password Protecting PDF Files