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Release Notes
Create a Merge Template in Adobe PDF
Creating a Merge Template in Adobe PDF works differently than creating a template in other formats.
Note: You must have a PDF editing tool such as Adobe Acrobat Pro or Nitro PDF.
This page assumes you have a basic understanding of creating Merge Templates, follow the steps below to create a template using PDF.
1. Open your file up in PDF.
![](https://help.projectteam.com/hs-fs/hubfs/image-png-Apr-23-2024-12-32-32-1242-PM.png?width=688&height=418&name=image-png-Apr-23-2024-12-32-32-1242-PM.png)
2. Go to Tools > Prepare Form to add fields to the PDF file.
![](https://help.projectteam.com/hs-fs/hubfs/image-png-Apr-23-2024-12-34-02-5355-PM.png?width=688&height=449&name=image-png-Apr-23-2024-12-34-02-5355-PM.png)
3. Click the Text Field icon and place a field anywhere on your document (Note the blue field box that appears in my example).
![](https://help.projectteam.com/hs-fs/hubfs/image-png-Apr-23-2024-12-44-44-5723-PM.png?width=688&height=449&name=image-png-Apr-23-2024-12-44-44-5723-PM.png)
4. Copy and paste the merge tag from ProjectTeam.com into the Field Name of your new PDF field. Then, remove the curly brackets and $ symbol. Therefore, instead of {$projectteam_1} you should just have projectteam_1.
![](https://help.projectteam.com/hs-fs/hubfs/image-png-Apr-23-2024-12-48-20-8168-PM.png?width=1298&height=1114&name=image-png-Apr-23-2024-12-48-20-8168-PM.png)
5. Repeat steps 3 & 4 for all other fields on your form.
![](https://help.projectteam.com/hs-fs/hubfs/image-png-Apr-23-2024-01-41-35-2498-PM.png?width=1298&height=1114&name=image-png-Apr-23-2024-01-41-35-2498-PM.png)
6. Save your PDF file and upload it to ProjectTeam.com as a new merge template.
Optional information
If you double-click on each field, you can set additional field properties. You can read more about field properties on the Adobe help site https://helpx.adobe.com/acrobat/using/pdf-form-field-properties.html.