Activating a Print template makes it available directly within Podio — no need to go through the ThatApp interface.
Step 1: Open the template settings
Navigate to Print → Templates → [your template] → Settings.
Step 2: Click Activate
Click the Activate button in the template settings.
Step 3: Select the Podio app
Choose the Podio app this template should be available on. The template's variables must be compatible with this app's fields — if there is a mismatch, ThatApp will warn you before activating.
You can activate a single template on multiple Podio apps.
Step 4: Save
Save the activation. Within a few seconds, a Print button appears on items in the selected Podio app.
How it works for Podio users
When a Podio user opens an item and clicks the Print button, they see a list of activated templates available for that app. They click the template they want. The document generates and downloads as a PDF.
Users do not need a ThatApp account to use Print from Podio. They need to be logged in to Podio, and the item must be in an app where the template is activated.
Deactivating a template
Navigate to Print → Templates → [template] → Settings → Deactivate. The Print button disappears from the Podio app immediately.
Related: How Print Works · How to Create Your First Print Template