Generating PDFs
PDFs can be generated and customised in the PDF section of an accepted Plan.
There are three sections, Layouts, PDFs, and Templates.
Layouts
The Layouts section shows all the currently saved Layouts and allows new ones to be created.
Click the Add button
to create a new Layout. Layouts can select a template, which includes Default and Blank options, as well as any Templates that have been saved within your organisation.
Hovering over a Layout gives the option to edit the Layout by clicking the Edit icon 
, which opens the Layout for
Clicking the Options icon 
gives options for generating PDFs and Draft PDFs with the selected Layout, saving the Layout as a Template, and renaming and deleting the selected Layout.
Generated PDFs
The PDFs section shows all PDFs and their current status. PDFs that are generating can be seen and monitored from here.
Generated PDFs can be downloaded with the Download button 
. PDFs cannot be deleted but can be filtered using the Filter button 
.
Templates
Templates are created from Layouts that users would like to reuse in other plans. These are shared across your organisation and can be created from your own Layouts by choosing the Save as Template option.
Templates can be renamed or deleted from this section.
