The principal procedure for creating a PDF DocumentType adhere to the same rules as creating a Word Docx DocumentType, and the procedure has been documented in detail in the following User’s Guide:
https://userguide.nortridge.com/topics/document-templates2.html


Only the Programmer/Developer/NLS ADMIN needs to install the Adobe Acrobat PRO (editor) at the Developer’s workstation to EDIT the PDF template.


https://userguide.nortridge.com/topics/installing-the-document-template.html


The USER’s workstation (WITH Adobe Acrobat READER only), the Custom Report will be generated/viewed within NLS.


Here is the PDF file inAcrobat Reader, you can see the fields highlightedin light blue are used for embed NLS key fields:


Here is same file in NLSPreview where the loan data has been populated into same embed key fields: