PDF Templates | Frequently asked questions

How can you format a number in a PDF template similar to how you can format a date?

A formula field can be created to format the value of the Amount field. See the formula library for an example using Base Compensation custom field.

Can you change the font color or the font face?

No, changing the font color or font face is not supported.

Copying and pasting text with the desired formatting from another application, such as Microsoft Word, is unlikely to work consistently in the generated PDF, particularly if the PDF template contains sections with merge fields.