> ## Documentation Index
> Fetch the complete documentation index at: https://docsv4.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**.
</Note>

## 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.

<div align="center">
  <img src="https://mintcdn.com/mileappv4/is2Iz6JyejGk_jkF/images/v4/add-ons/pdf-generator/setup-welcome.png?fit=max&auto=format&n=is2Iz6JyejGk_jkF&q=85&s=e3a5a0443a0074126a0097101aa1cb16" alt="Setup: Welcome" width="600" data-path="images/v4/add-ons/pdf-generator/setup-welcome.png" />
</div>

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

## Step 2: Permissions

<div align="center">
  <img src="https://mintcdn.com/mileappv4/is2Iz6JyejGk_jkF/images/v4/add-ons/pdf-generator/setup-permissions.png?fit=max&auto=format&n=is2Iz6JyejGk_jkF&q=85&s=486609d7a43df0251587165814c9674f" alt="Setup: Permissions" width="600" data-path="images/v4/add-ons/pdf-generator/setup-permissions.png" />
</div>

| 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](/pages/settings/permission/introduction), then click **Check again**. Setup can finish without it, but the pages that need it stay empty. Click **Next**.

## Step 3: Review

<div align="center">
  <img src="https://mintcdn.com/mileappv4/is2Iz6JyejGk_jkF/images/v4/add-ons/pdf-generator/setup-review.png?fit=max&auto=format&n=is2Iz6JyejGk_jkF&q=85&s=f68a7d7af182c6cdf776f41869f0f365" alt="Setup: Review" width="600" data-path="images/v4/add-ons/pdf-generator/setup-review.png" />
</div>

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**).
</Warning>


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