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How to add editable/custom fields to print templates

An overview of how to use the PDF Editor and add editable fields to a PDF template

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 3 weeks ago

Use editable fields in Katana’s PDF Editor to allow text entry after the PDF has been generated. This is useful for adding last-minute or handwritten-style info — like a truck number, delivery note, or signature — to a printed document.


Why use editable fields?

Editable fields let you:

  • Add custom info after printing (e.g. name, signature, truck number)

  • Make certain fields fillable in a digital PDF viewer (like Adobe Reader)

  • Keep your template clean while enabling real-world flexibility


How to add editable fields in a template

Screenshot of the PDF editor

Here’s how to create an editable field in a PDF print template using Katana’s PDF Editor:

1. Open the PDF editor

  • Navigate to Settings → Print templates

  • Click on a (non-default) template's 3-dot menu and choose Edit or create a new template to open the PDF Editor

    Screenshot showing how to begin editing a custom print template

2. Add or select a field

Screenshot showing how to add a field in a custom print template
  • You can create a new text field using the Component Toolbar, or

  • Click on an existing field (if you want to make it editable)

3. Enable editing

Screenshot showing where to enable 'Render as an editable Field' for custom print templates
  • Double-click on the field you want to edit

  • In the right-hand Properties panel, go to the ADVANCED tab

  • Toggle the option: Render as an editable field

  • Press Apply when you're done

4. Save your template

Screenshot showing the save icon for custom print templates
  • Hit Save in the top-left

  • When the document is generated, that field will now be fillable in the final PDF

Example:

Example of a custom-made printout

Tip

Editable fields work best for short, user-input text like:

  • Signatures

  • Truck or delivery numbers

  • Manual approval initials

  • Additional notes

They are not intended for pulling real-time data from Katana — use regular data fields for that.


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