The principal and procedure for creating a PDF DocumentType adhere to same rules as creating a Word Docx DocumentType, and the procedure has been documented in details in the following User’s Guide:
https://www2.nortridge.com/support/userguide/topics/document-templates2.html


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


The template is installed into the NLS DB:
https://www2.nortridge.com/support/userguide/topics/installing-the-document-template.html 1


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: