PDF Metadata

PDF Generator supports comprehensive PDF metadata, including standard Info dictionary fields and XMP (Extensible Metadata Platform) data. Metadata is embedded directly in generated PDFs.

Metadata Fields

Info Dictionary

Standard PDF metadata fields:

FieldDescription
TitleDocument title
AuthorDocument author/creator
SubjectDocument subject or description
KeywordsComma-separated keywords
CreatorApplication that created the document
ProducerApplication that produced the PDF
Creation DateWhen the document was created
Modification DateWhen the document was last modified

XMP Metadata

Extended metadata stored in XMP format — used by search engines, digital asset management systems, and PDF/A compliance:

FieldDescription
XMP TitleTitle in XMP namespace
XMP CreatorsList of creators
XMP DescriptionDescription text
XMP Creator ToolTool used for creation
XMP ProducerProducer identifier
XMP KeywordsKeywords array
XMP Create DateCreation timestamp
XMP Modify DateModification timestamp
PDF VersionPDF specification version

Metadata Modes

Simple Mode

In simple mode, Info fields are automatically copied to their XMP counterparts when the PDF is generated:

  • info.titlexmp.title
  • info.authorxmp.creators
  • info.subjectxmp.description
  • info.creatorxmp.creatorTool

This is the default mode for Free tier accounts. It ensures consistent metadata across both Info and XMP without manual duplication.

Advanced Mode

Advanced mode gives you full manual control over all metadata fields — Info and XMP are independent. This is available on paid tiers (Bronze and above).

Jinja Templating in Metadata

Metadata values support Jinja-style templating, allowing dynamic values from your template's variables:

Title: "Invoice for {{ customerName }} — {{ invoiceDate }}"
Author: "{{ user.fullName }}"
Keywords: "invoice, {{ organization.name }}, {{ invoiceNumber }}"

When a document is generated, these templates are rendered with the actual variable values.

Configuring Metadata Defaults

Metadata defaults are set at the template level — they act as fallback values when generating documents:

  1. Open your template in the editor
  2. Expand the Defaults section (may also appear on the generation page)
  3. Fill in the metadata fields you want as defaults
  4. Use {{ variableName }} syntax for dynamic values
Metadata defaults configuration

Timezone Configuration

Set a timezone for date fields in metadata. This ensures creation and modification dates reflect the correct local time regardless of where the PDF is generated.

Renderer Support

RendererMetadata Support
iTextFull metadata support — both Info and XMP embedded natively
PuppeteerLimited — metadata is applied via a separate post-processing step after rendering

For production PDFs requiring full metadata support, use the iText renderer.

Next Steps