---
updatedAt: 2025-11-12T22:45:47.000Z
agentTools:
  projectIndex: https://docs.jestor.com/llms.txt
---

# PDF Creator (HTML)

Create a PDF from fields and files in your record

![754](https://files.readme.io/bb9440b-Screen_Shot_2022-08-15_at_17.08.59.png "Screen Shot 2022-08-15 at 17.08.59.png")

Automatically create and custom PDF reports with your record info.

* Add images and titles.
* Customize the displayed fields.
* Create as many custom automations as you need.
* Save the PDFs directly into Jestor.

With the **action** “Create and Save Custom HTML PDF”, you can create a PDF from fields and files in your record automatically when the chosen trigger is activated.

> 👍 Trigger -> Action
>
> The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:
>
> When the condition (trigger) happens, then do (action).\
> Trigger -> Action

## How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

![464](https://files.readme.io/98df9e5-Screen_Shot_2022-08-15_at_18.08.43.png "Screen Shot 2022-08-15 at 18.08.43.png")

Select the trigger of your choice to activate the action, then select the "Create and Save Custom HTML PDF" action, and **fill in the options:**

* **Choose tab:**\
  \*Tab that holds the record from which you'll create the PDF
* **Choose field to save PDF file:**
  * The resulting PDF will be saved on this field
* **Choose the record:**
  * This is the record whose information will be on the pdf. Also, it's the record where the file will be saved.

![788](https://files.readme.io/8e6136f-Screen_Shot_2022-08-22_at_14.57.05.png "Screen Shot 2022-08-22 at 14.57.05.png")

* **Write custom HTML code:**
  * This can be a combination of fixed text and dynamic data.
* **Select the page size:**
* **Select the page orientation:**

**Click on save**

![788](https://files.readme.io/1f4072f-Screen_Shot_2022-08-22_at_14.57.53.png "Screen Shot 2022-08-22 at 14.57.53.png")