Step 1: Open the template editor
Navigate to Print → Templates → New Template. The template editor opens.
Step 2: Set up your template basics
- Template name (internal reference)
- Output format (PDF or Word)
- Page size and orientation
- Header and footer (optional — good for branding)
Step 3: Write or paste your content
The editor is a rich text editor. Write your document content as you would in any word processor. Add your company logo, standard legal language, formatting — whatever the document needs.
Step 4: Add variables
Place your cursor where you want data to appear. Click Insert Variable (or type {{). The variable picker opens.
Select the platform and field. The variable is inserted into the template. It will appear as a highlighted placeholder while editing and be replaced with real data at generation time.
For example, to insert the client's name from Podio:
Click Insert Variable
Select "Podio" as the platform
Select your Client app
Select the "Name" field
Click Insert
The variable {{podio.clients.name}} appears at your cursor.
Step 5: Save and test
Click Save. Then click Test Generate. Choose a record to generate from and preview the result. Review it — does every variable show the right value?
Step 6: Activate (optional)
If you want to generate this template directly from Podio items, activate it: click Activate → select the Podio app → save. A Print button will appear on items in that app.
Related: Variables — Pulling Data Into Your Document · How to Activate a Template for Use in Podio