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

# Generating documents from a PDF template

Box Doc Gen can dynamically fill and generate regulatory or compliance documents from a PDF template, such as income declaration forms, revenue forms, and tax forms.

## Generating documents using Box Doc Gen

Generate regulatory and compliance documents in Box from a PDF template, using data from your internal systems or responses collected through Box Forms.

To generate documents from a PDF template, follow these steps:

1. Author your Box Doc Gen template. Box Doc Gen assumes your PDF template is a fillable PDF form that is already tagged and labeled with overlay fields, such as an income declaration form, revenue form, or tax form.
   * If your PDF template is not a fillable PDF form, use a PDF editor to tag and label the fields. Popular tools include Adobe Acrobat Pro, Apryse, and Sejda.
2. Add the template to Box in one of the following ways:
   * Upload the template to your preferred folder, select the ellipsis icon (…), and then select **Mark as Doc Gen template**.
   * Upload the template directly in Box Doc Gen: select **Automate** in the left sidebar, and then, on the **Doc Gen** tab, select **New** > **Doc Gen Template**.
3. Generate the document using the Box Doc Gen API, Box Automate workflows, or the Generate document UI.

> [!NOTE]
>
> PDF templates are not supported in the Box for Salesforce app.

> [!NOTE]
>
> To learn more about the field types you can use in a PDF template, see [Supported PDF features](https://docs.box.com/en/box-doc-gen/pdf-templates/supported-pdf-features.md).

## Next steps

For more information on document generation, see:

* [Generating documents using the Box Doc Gen API](https://developer.box.com/guides/docgen/generate-document/)
* [Generating documents using Box Relay](https://docs.box.com/en/box-doc-gen/generating-documents-using-doc-gen/generating-documents-with-box-doc-gen-and-box-relay.md)
* [Generating documents using the Box web app](https://docs.box.com/en/box-doc-gen/generating-documents-using-doc-gen/generating-documents-using-box-web-app.md)