Documents

# Download a document from a template

Turn a transport order, shipment or trip into a PDF with one of your document templates, for one record or many at once.

Updated October 4, 2026

**Who can do this:** Permission for document templates.

Once your document templates are set up, you can produce a PDF from them wherever you work with orders, shipments and trips.

## Download for one order, shipment or trip

1. Open the transport order, shipment or trip.
2. Click the notebook icon (tooltip **Download from template**). In a list, you can also right-click the row and choose **Download from Template**.
3. Choose a template in **Select Template**. Each template shows its document type.
4. Click **Download PDF**.

The file is named after the template and the record, for example the template name followed by the order name.

## Download for several records at once

1. In the transport orders list, tick the orders you need. On the plan board, select the trips.
2. Click **Download from Template** in the selection bar.
3. Choose the template in **Select Template**.
4. Click **Download PDF**. You get one PDF with a page set for every selected record.

## If something goes wrong

* If no template list appears, there is no template with the matching entity type yet. Create one under **Document Templates**. See [Create and manage document templates](/en-us/help/document-templates).
* If you see **Could not build the document. Please try again.**, try again. If it keeps failing, open the template in the designer and check it with **Preview**.
* If fields print empty, the binding in the template does not match the data. Check it in the **Data** tab of the designer.

Transportial always uses the latest saved data of the record, also when you start from a list or board that only shows a few columns.

## Standard documents

You do not need a template for the standard transport order PDF or the CMR. See [Download a transport order PDF](/en-us/help/transport-order-pdf) and [Print CMR documents](/en-us/help/cmr-documents).

## Related articles

* [Create and manage document templates](/en-us/help/document-templates)
* [Design a document template](/en-us/help/document-designer)
* [Download a transport order PDF](/en-us/help/transport-order-pdf)
* [Find and manage transport orders in the list](/en-us/help/transport-order-list)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en-us/contact)[Report an issue](/en-us/report-issue)

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Canonical page: https://transportial.com/en-us/help/download-document-from-template