# Create from Wizard {% hint style="info" %} View the [**Customizing the Generate PDF Wizard**](https://docs.yansalabs.com/pdf-generator/technical-docs/the-generate-pdf-wizard/pdf-wizard-standard-forms) 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**](https://docs.yansalabs.com/pdf-generator/technical-docs/building-a-pdf-template/html-to-pdf-merge-templates) and [**Label Template**](https://docs.yansalabs.com/pdf-generator/technical-docs/building-a-pdf-template/creating-labels/label-templates) 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.