> ## Documentation Index
> Fetch the complete documentation index at: https://docsy3.mile.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up PDF Generator

> Run the one-time setup and give roles access to the add-on's pages.

PDF Generator needs a one-time setup before templates can be designed or printed. The first time someone opens the **Builder**, the setup wizard starts. Until setup is done, the **Task List** shows "PDF Generator is not set up yet".

> [!NOTE]
>
> The wizard checks two permissions the add-on reads: **View flow** and **View task**.

## Step 1: Welcome

The first step lists what the add-on does and what setup will do:

* A drag-and-drop builder with seven element types.
* Text, images, barcodes, QR codes and tables bound to task fields.
* Multi-page templates with header and footer bands and a watermark.
* Print one task, or export many at once.

![Setup: Welcome](https://mintcdn.com/mile-app/UXNIt6vKEPCdUxjB/images/v4/add-ons/pdf-generator/setup-welcome.png?fit=max\&auto=format\&n=UXNIt6vKEPCdUxjB\&q=85\&s=21132c76dd0e869877f58018ffca93d7)

Setup will create the two permissions the add-on owns and mark it as ready to use. Click **Next**.

## Step 2: Permissions

![Setup: Permissions](https://mintcdn.com/mile-app/UXNIt6vKEPCdUxjB/images/v4/add-ons/pdf-generator/setup-permissions.png?fit=max\&auto=format\&n=UXNIt6vKEPCdUxjB\&q=85\&s=8a1d97f9796b619765f81c4a54ce1e5b)

| Category | Permission | Status |
| - | - | - |
| Flow | View flows | Granted or Not granted |
| Task | View tasks | Granted or Not granted |

The summary says how many of the two you hold. If one is missing, an administrator grants it on your role in [Permission](https://docsy3.mile.app/pages/settings/permission/introduction.md), then click **Check again**. Setup can finish without it, but the pages that need it stay empty. Click **Next**.

## Step 3: Review

![Setup: Review](https://mintcdn.com/mile-app/UXNIt6vKEPCdUxjB/images/v4/add-ons/pdf-generator/setup-review.png?fit=max\&auto=format\&n=UXNIt6vKEPCdUxjB\&q=85\&s=6df25d3067a50fd82dded4db5d3a3509)

Click **Finish setup**. PDF Generator is marked as set up, its permissions are created, and the Builder opens.

## Page permissions

Setup creates one permission per page and gives both to your own role:

| Permission | Opens |
| - | - |
| **View Builder** | The Builder, for designing templates |
| **View Task List** | The Task List, for printing and exporting |

Give them to other roles in **Settings › Permission**. Someone without them sees "You do not have access to the Builder" or "You do not have access to this page".

## Reset the add-on

To start again, open the Builder, click **Template** and choose **Reset add-on**, then confirm.

> [!WARNING]
>
> Resetting deletes every saved template, every custom page size and every setting of the add-on, and setup runs again. Export the templates you want to keep first (**Template › Export**).


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