The template editor's Settings tab contains several customization options.

The General screen has the following options:


Template Name

The template's name. Appears in all template lists.
DescriptionA description assigned to the template (the description is currently only displayed here).
Page SizeChoose from A2, A3, A4, A5, Letter and Legal.
Page OrientationChoose from Portrait and Landscape.
LanguageThe language used for formatting the date placeholders, depending on the used date format.

The Properties screen contains the following customization options: 

Include/excludeInclude/exclude child pages with particular page labels - learn more here
Index termsCheck to use page labels as index terms
Enable numbered headingsCheck to number your headings and table of contents

Keep multi-column page layouts

Uses the Confluence page layout or Columns and Sections in the export
Enable links to external websitesIf checked, web links in the PDF will be clickable
Enable links to ConfluenceIf checked, links to your Confluence site will be clickable

Repeat table header if table breaks to a new page

If checked, table headers will be repeated on all pages that the table is exported onto
PagebreakSelecting this option will insert a page break after every Confluence page in the PDF export
AttachmentsIf the option Embed referenced attachments is selected, the generated PDF will contain the attachments included on the exported pages
Show 'Table Of Content' macro outputDisplays TOC content in exports
Show 'Children' macro outputDisplays children macro content in exports
Convert image gallery tables to listsImages in gallery macros are displayed in a list rather than a grid
Figure captionsIf an image is assigned a caption using the Scroll Title macro, you can select whether to display that caption before or after the image
Table captionsIf an table is assigned a caption using the Scroll Title macro, you can select whether to display that caption before or after the table
Export filename

Use placeholders and/or text to define the filename for the generated PDF. Selecting the + icon provides a selection of placeholders that can be used. If this field is empty, the filename will revert to the default.

i.e. Document Title-Document Revision-Export date

Optimize links for printingWhen enabled, a footer section is added to the exported document displaying the full URLs of all links on the page. Further customizations can be made to suffixes that are included for links to pages, figures and tables within the exported document.
Make document PDF/A-3 compliantEnabling this setting, creates a PDF/A (ISO-standardized) version of the PDF upon export. This file type is intended for archiving purposes and long-term preservation of electronic documents.
Image compressionDefine whether images are compressed in the export. Reducing the image quality (e.g. Low quality), increases the compression for exported images and will reduce the size of the exported file. As a result, images may appear distorted.
Title/Author/Subject/KeywordsAdds metadata to the exported PDF - within the relevant fields you can either add custom text and/or placeholders to automatically include the relevant information within the generated PDF
PDF BookmarksPDF bookmarks will be added to the export for the selected heading level and all previous heading levels. e.g. Choosing Heading 3 will create bookmarks for heading levels 1, 2 and 3.
Expanded levels

Choose how many bookmark heading levels are automatically expanded in the export. Bookmarks will be expanded up until the selected heading level

Bookmarks PanelSelecting this option will automatically display the bookmark panel when the export is opened

Next steps

Once you have defined the general template settings, you can start working on the template's formatting by styling the text on the 'Styles' tab.