Select Specific Sub-Item Columns for PDF Templates

Before this update, adding sub-items to a PDF template automatically imported all sub-item columns from the board. This created cluttered documents containing internal tracking columns that weren’t meant for clients or external parties.

Teams needed a way to choose only the relevant sub-item fields to present.

How This Feature Improves Your Workflow

• Invoices/Quotes: Show only product, quantity, and price while hiding internal cost or margin fields.
• Project Task Breakdowns: Include only task name and due date.
• Procurement: Display vendor-facing fields and omit internal approval data.

This makes generated PDFs cleaner, more focused, and more professional.

How It Works

Users can now choose exactly which sub-item columns to include.

Selecting Sub-Item Columns

1. Open your GetSign PDF template.
2. Drag the Sub-items element onto the template.
3. On the right-side configuration panel, you’ll see a list of sub-item columns.
4. Use checkboxes to select only the columns you want.
5. (Optional) Use existing filters to control which sub-items appear.
6. Save your template.

Only the selected columns will now appear in generated documents.