Create a E2Pdf Template

Last updated: February 28, 2021

Complete Video Walkthrough: How to Create a PDF Certificate in WordPress
Scroll down or click here for step-by-step instructions.

Step-by-Step Tutorial

  • ESTIMATED TIME: 6-8 Minutes
  • NUMBER OF STEPS: 10
  • DIFFICULTY LEVEL: Easy

NOTE: Before starting this tutorial you must install E2pdf from the WordPress plugin repository.


Create a E2Pdf Template with the WordPress PDF Editor

Follow the tutorial below to create a PDF certificate in WordPress with the integrated PDF document and form editor in E2Pdf.

  1. From the WordPress Dashboard, go to ‘E2Pdf' → ‘Templates'
  2. Click the Add New button at the top of the page.
  3. Give your new PDF Template a Title, select the page size and select the text presets.
    • * Presets will be the default settings for each new PDF element.
  4. Select the form plugin Extension and the webform Item that will submit the user data.
    • *To auto-create the webform, select Auto Form from PDF from Item. (read more)
  5. Click the Empty PDF button at the bottom of the dialog box.
  6. Drag, drop and resize the PDF form Fields and document Objects, as needed.
    • NOTE: Right-click (or ctrl-click for Mac) to access the element's properties. 
  7. Adjust PDF element color and other properties as needed.
    • Tip: To set elements to maximum size , enter 999999 for the width & height properties.
  8. For text based PDF elements, adjust font settings, padding, borders alignments, add default value and add conditional logic actions when needed.
  9. Design PDF documents and forms faster using multi-select and the keyboard arrows.
    • TIPS:
      • CTRL-CLICK to select and copy several elements.
      • CTRL-CLICK the PDF background to reveal the PASTE and PASTE IN PLACE menus.
      • Remove elements with the DELETE key.
      • Use the keyboard arrows to move selected elements with more precision.
  10. Send Data from WordPress to the PDF
    • Select your extension demo to continue…
      • Caldera Forms
      • Divi Contact Form
      • Gravity Forms
      • Formidable Forms
      • Forminator
      • WooCommerce
      • WordPress (post-data & meta-data)

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