How to Edit PDF Document Templates

Sophie

This article is for those who need to know how to edit PDF document templates in StepShot Guides and how to save screenshot as PDF in order to convert screenshot to PDF instruction manual template.

 Go to Export & Publish menu (1). And choose PDF Document (2).

Go to Export & Publish menu (1).
And choose a PDF Document for your instruction manual template (2).

 Switch to the Template View (1). Then, choose the necessary template, hover over it and press the Edit Template button (2).

Switch to the Document Templates View (1).

Then, choose the necessary editable PDF template, hover over it and press the Edit Template button (2).

 You will see this message. Hit OK to be redirected to the PDF Template Editor.

You will see this message. Hit OK to be redirected to the PDF Template Editor.

 Press on any element to have an editing panel for this particular element appear (1). You can drag the element within the page to change its position, or you can remove it (2). Editing panel: 3 - Background color 4 - Border Color 5 - Select font and its size 6 - Choose the font color, select whether you want your text to be bold/italic/underlined 7 - Alignment 8 - Border width 9 - Bring element back or front 10 - Add new elements to the page: You can add text box, rectangle, logo/image from your computer

Press on any element to have an editing panel for this particular element appear (1).

You can drag the element within the page of the editable PDF instruction manual template to change its position, or you can remove it (2).

Editing panel:

3 – Background color

4 – Border Color

5 – Select font and its size

6 – Choose the font color, select whether you want your text  on PDF screenshot to be bold/italic/underlined

7 – Alignment

8 – Border width

9 – Bring element back or front

10 – Add new elements to the page:

You can also add a text box, rectangle, logo/image from your computer.

 You can enable lines to make sure your elements are positioned in a proper way.

You can enable lines to make sure your elements are positioned in a proper way on the editable PDF screenshot based template.

 Switch to Table of Contents

Switch to Table of Contents

 Choosing the element bring an editing panel (the same as on the Cover page). Additional items on the editing panel: 1 - Choose whether you want to enumerate items in your Table of Contents 2 - Select padding width (distance between this element and other elements)

Choose the element and bring an editing panel (the same as on the Cover page).

Additional items on the editing panel:

1 – Choose whether you want to enumerate items in your Table of Contents

2 – Select padding width (distance between this element and other elements)

 Double-click on the background to have the possibility to edit it and add new elements. Double-click on the step content to quit the background editing mode.

Double-click on the background to have the possibility to edit it and add new elements.

Double-click on the step content to quit the background editing mode.

 - Choose the element to edit it. - Double-click on the background to change it or to add elements here. And choose Regular page layout (2). All the rest works the same in this window: - Choose the element to edit it. - Double-click on the background to change it or to add elements here.

– Choose the element to edit it. –
Double-click on the background to change it or to add elements here.

And choose Regular page layout (2).

All the rest works the same in this window:

– Choose the element to edit it.

– Double-click on the background to change it or to add elements here.

 You can enable rulers to change page margins (1). Once you're done editing the template, press Save (2).

You can enable rulers to change page margins (1).

Once you’re done editing the template, press Save (2).

 Name your template and save it to the Library.

Name your template and save it to the Library.

 Here it is. Now you can export your template to share it with your colleagues. IMPORTANT: If you used older version of StepShot Guides and need templates from there, please find them along with the guide on how to import them, at this link.

Here it is.

Now you know how to save screenshot as PDF and can export your template and convert screenshot to PDF to share it with your colleagues.

IMPORTANT: If you’ve used an older version of StepShot Guides and need document templates from there, please find them along with the guide on how to import them, at this link.

Was this article helpful?
Yes
No