Upload Existing PDFs

Upload a finished PDF and place Salesforce data on top of it with drag-and-drop fields.

Use this format when you already have a finished PDF form.

Upload Existing PDFs let you place Salesforce data on top of a fixed PDF background.

If you need flexible layout, related lists, or page settings, use PDF Templates instead.

Pick Upload Existing PDFs when exact field placement matters most.

Pick PDF Templates when dynamic layout matters most.

Use this format when

• You already have the final PDF design.
• You need drag-and-drop field placement.
• You want to fill a fixed form with Salesforce data.

Keep these limits in mind

• Portrait only
• No related lists
• No standard headers, footers, or page settings

Start with the guide that fits your task

How To: Upload PDF To S-Docs

Set up a PDF-Upload template and understand how the format works.

How To: Upload PDF To S-Docs (Classic Editor)

How to: Center Text With PDF-Upload Merge Fields

Center overlay text by updating the field style settings.

How to: Center Text With PDF-Upload Merge Fields

Quick Reference: Named Queries for PDF Upload Templates

Use named queries when you need dynamic values beyond simple field overlays.

Quick Reference: Named Queries for PDF Upload Templates