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Templates and formatting

Choose a PDF template

Apply a professional layout to the complete book instead of formatting pages individually.

4 min readUpdated 2026-07-18

60-second summary

Quick answer

Open Preview & Download, select Choose Template, inspect more than the cover page, and keep the layout that handles headings, images and dense pages cleanly.

Before you start

What you need

  • Sign in to the Automateed account that owns the relevant project or purchase.
  • Have the project, source file or account setting needed for “Open Preview & Download” ready before changing anything.

Procedure

Complete the task step by step

  1. 01

    Open Preview & Download

    Use the book detail action to enter the formatted preview.

    Current app screenAutomateed PDF preview with Choose Template control
    Choose Template changes the formatted export; the current selection is shown in the blue template bar.
  2. 02

    Open Choose Template

    Review the available professional layout styles.

  3. 03

    Match the book type

    Use restrained layouts for business and instruction; choose more expressive styles only when the genre supports them.

  4. 04

    Preview multiple pages

    Check chapter openings, image pages, lists and long paragraphs before downloading.

  5. 05

    Save the selection

    Confirm the chosen template remains selected after refresh.

Success check

Confirm that it worked

  • The expected result from “Save the selection” is visible in the relevant Automateed screen or exported file.
  • Refresh the page once and confirm the saved state remains unchanged.

Important notes

  • Available controls can differ by book type, plan and current project status.
  • Review generated content, facts, usage rights and final files before publishing or selling.

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