# Create from Wizard

{% hint style="info" %}
View the [**Customizing the Generate PDF Wizard**](/pdf-generator/technical-docs/the-generate-pdf-wizard/pdf-wizard-standard-forms.md) page for details on copying and tailoring the Wizard options and UI for your needs.
{% endhint %}

A wizard interface is included for generating PDF documents, and is the typical way users will interact with PDF Generator. The wizard is instantiated via a button in the header of any form. It is included and can be tested on the [**HTML to PDF Merge Template**](/pdf-generator/technical-docs/building-a-pdf-template/html-to-pdf-merge-templates.md) and [**Label Template**](/pdf-generator/technical-docs/building-a-pdf-template/creating-labels/label-templates.md) form - it is a UI Action titled **Generate PDF**. Another copy of it is also included on the General Settings page at **Yansa PDF Generator -> General Settings** in your left nav.

When you click the **Generate PDF** button, a modal will appear containing the wizard. The wizard typically has 3 steps:

1. **Select Template**: This is an opportunity for the user to select which PDF Template they wish to use when generating the PDF document.
2. **Merge Data**: This allows the user to select the record they wish to use as the source of dynamic data in the PDF document.
3. **Save PDF**: This allows the user to select the destination of the generated PDF document.

<div><figure><img src="/files/HFcipEo5JR19HjGQEkIV" alt=""><figcaption><p>Select Template</p></figcaption></figure> <figure><img src="/files/Mg3Pjw6pdHDbss2dVRQZ" alt=""><figcaption><p>Merge Data</p></figcaption></figure> <figure><img src="/files/efFFPtI25E5OCefCQlVd" alt=""><figcaption><p>Save PDF</p></figcaption></figure></div>


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