Create forms using existing PDF forms

Configure an existing PDF document as fillable form and assign it to the user to capture the required data. This eliminates the need to manually create the form fields.

To create a form using PDF:
  1. Click Dynamic Forms on the left panel.
  2. Click the Add icon next to the search field and click Create New PDF Form.
  3. In the Create Form pop up window, enter this information:
    Table 1. Create Form attributes
    Field Description
    Form Name Unique ID or name to identify the form.
    Form Title Name of the Form shown on application UI.
  4. Click Browse and select the PDF file in the Upload PDF Form field.
  5. Click Create.
    Note: To update the form details or replace the attached PDF, click the Update Form icon to modify the details on the Update Form pop up window.