# How to Add PDF Documents in a Template

A PDF document is a file added to your template.

It can be:

* Uploaded directly to the template.
* Left empty for an envelope participant to upload later (depending on their assigned role).

<figure><img src="/files/ZxWpvLXnBNglostqH1sH" alt=""><figcaption></figcaption></figure>

### Limits

{% hint style="info" %}
By default, an envelope can contain up to **50** PDF and external documents in total. Your system admin can change this limit.
{% endhint %}

### Add a PDF document to a template

{% columns %}
{% column width="50%" %}

1. Open the **Documents** panel.
2. Click the <img src="/files/ekbMrgh2yIWE1HFR3sA3" alt="" data-size="line"> button.
3. Click **PDF document**.
4. In the file picker, select a PDF to upload.
5. Or close the file picker to keep the document empty.
   {% endcolumn %}

{% column width="50%" %}

<figure><img src="/files/DsAeCmDYAuuPhdxTQAlQ" alt="" width="170"><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% hint style="info" %}
If the PDF document is empty, it can be uploaded later by envelope participants. By default, the document is assigned to **Sender**.
{% endhint %}

### Configure PDF document properties

You can edit properties only when no PDF is uploaded yet.

You can configure:

* role
* optionality

You can also add signature fields to the PDF document.

{% columns %}
{% column %}

### Clone a PDF document

1. In the document header, click the **Context menu** ![](/files/uAUQhDjmbXg2EPu5fnnt) icon.
2. Click the <img src="/files/oEScpjogkx0tap18ujRR" alt="" data-size="line"> icon.
   {% endcolumn %}

{% column %}

### Delete a PDF document

1. In the document header, click the **Context menu** ![](/files/uAUQhDjmbXg2EPu5fnnt) icon.
2. Click the <img src="/files/xHPbi9SCPV2ZnMd1FwfU" alt="" data-size="line"> icon.
   {% endcolumn %}
   {% endcolumns %}

{% columns %}
{% column %}

<figure><img src="/files/XbjiZQARwCriRjUHtbjW" alt=""><figcaption></figcaption></figure>
{% endcolumn %}

{% column %}

<figure><img src="/files/RrOWBjj1BXoZUnsSxaC2" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### Import PDF fields

Embedded PDF fields can be converted to DocStudio dynamic fields.

Conversion map:

* text → text field
* date → text field
* checkbox → checkbox field
* radio button → choice field
* dropdown menu → menu field
* listbox → menu field
* signature → PAdES field (only if enabled by a system administrator)
* picture → not supported (ignored)
* barcode → not supported (ignored)

All imported fields, except for the **Selection field**, inherit the optional/mandatory attributes from the original PDF.

### Upload options for encrypted or filled PDFs

Depending on PDF content and encryption, you may see different upload options. Only applicable options are shown for each file.

1. Preserve encryption: Existing fields are converted, but only new electronic signature fields can be created.
2. Save existing data and signatures: Only electronic signature fields can be created.
3. Convert all fields without preserving encryption: All fields can be converted without keeping encryption, new fields can be added, a new role may be created for each signature.
4. Save the document “as is”: Existing fields are disabled and not converted, new fields can be added.
5. Remove all existing fields and signatures: Existing fields are removed, you can add any new fields.


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