Then, the plugin will let you map the fields in your form to the fillable fields in your PDF document. You can use any tool that lets you create fillable PDFs for this — here are some good options:. Give your template a name to help you remember it and then upload the fillable PDF file that you prepared in the previous step. Then, click Create Template :. To get started, create a new form or edit an existing form that you want to connect to your fillable PDF.
Make sure that your form has fields for all of the information that you want to map to your fillable PDF. You can create the form manually or, to help you do this quickly, the Agency license of Fillable PDFs includes a built-in PDF import feature that lets you automatically create a new form based on the fields in your PDF learn more here. Give it a name to help you remember it and then select the template that you added in step 2.
This will open some new options. First, you need to map the fields in your form to the fillable fields in your PDF template. To do that, click the Map Fields button:. To map fields, all you need to do is click on the PDF field to which you want to map a form field. That will open its settings in the sidebar. Then, you can select the actual form field using the drop-down. For this case, you would select the Name First field:. For example, to fill the date field, you could either let a user choose the date in the form or you could automatically fill the field with the date on which a user submitted the form entry meta :.
You can also choose to attach the generated PDF file to one or more notifications. Where's that old forum topic? This feature rich add-on enables you to add digital signatures and other images directly from your forms into PDFs, prevent unwanted users from accessing PDFs with password protection, convert PDFs into forms, and much more. You can try out the four free templates it comes with out of the box and have custom templates created for you on an as-need basis. It offers support for conditional logic, scheduling, and sending via email as an attachment.
Customers can submit a support ticket by logging into their account. The plugin also has documentation with instructions on how to get started. Formstack is a powerful online form builder that offers Formstack Documents formerly WebMerge. Most importantly, it integrates with over different apps including Salesforce, Zapier, and Adobe Sign. Support is available through support tickets and how-to articles in the Formstack knowledge base.
Our team of experienced developers have helped thousands of businesses like yours to accomplish these goals. We can even automatically fill out existing PDFs like government forms! Find out more. Visit the developers website to purchase or download this third-party add-on. This plugin is supported by the developer on their site. We do not provide direct support for this add-on.
Looking to improve user experience after form submission or automate workflows for form entries?
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