Hello friends. I need to understand how to use a template created in PDF Generator for piping. I read an official article that requires a request for authorization via the document generator form. I submitted the request a few days ago, but it hasn't been approved. My question is whether I can use the PDF Generator template for piping or whether I can only use the document generator. I found the documentation on this topic how to cancel psa order very confusing and outdated. Can you please help me?

Combined with a Document Generator, it reduces repetitive work, minimizes errors, and saves valuable time, making it ideal for professionals who handle large volumes of paperwork or need consistent document templates.

I’m trying to use a template I created with the PDF Generator inside Pipesign, but I can’t find where to select that template when sending a document for signature.

The template is working correctly when generating a PDF from within the card, with all dynamic fields filling in properly. However, once I go into Pipesign, I don’t see any option to choose the existing PDF template — only the ability to upload a PDF manually.

Does anyone know if there’s a specific way to connect or use the PDF Generator templates directly in Pipesign? Or is it supposed to work automatically somehow?

I’d really appreciate any help!

Hello friends. I need to understand how to use a template created in PDF Generator for piping. I read an official article that requires a request for authorization via the document generator form. I submitted the request a few days ago, but it hasn't been approved yet. Visit here to check the details, and I’m hoping to clarify whether I can use the PDF Generator template for piping or if I can only use the Document Generator. I found the documentation on this topic a bit confusing and outdated, so any guidance would be greatly appreciated!

You cannot use the PDF Generator template for piping until your request via the Document Generator is approved. The template alone isn’t enough; approval is required to use it in the automated process.