PDF template

It is recommended to use the PDF format only for documents that are regulatory such as powers of attorney and insurance forms.

And in any case, even if the template is a PDF, it is recommended to use it in combination with an HTML template to provide a better customer experience.

For the explanation about the HTML integration in PDF template read here.

After loading a PDF file and saving, the application will go to the template editor screen with the template in “Draft” mode.

On the right side is a list of possible controls for a PDF template and on the left side is the PDF file uploaded for the template.

Click any controller on the right, drag and drop it to the desired position on the PDF.

For more information about controllers read here.

Clicking on the controller will move the right side to the controller editor.

For more information about controller editor read here.

Basic options

In the PDF form the label does not appear, but a value must be entered in this field for accessibility purposes. The screen readers read the value embedded in the label for the accessibility of the form. For more details about accessibility read here.

For a detailed explanation about controllers: mandatory fields, dependencies and more, read here.

Position

To reposition the input field on the PDF there are two options:

• Click on the control and drag it to the desired location on the PDF or,

• Click on the control and click on the “Position” tab on the right side of the screen. The “Top” and “Left” controls indicate the distance [in percent] from the top and left edges of the PDF page.

To decrease or increase the input field there are two options:

• Click on the control on its right or bottom side and drag to fix the height or width of the input field, or

• Click on the control and click on the “Position” tab on the right side of the screen. The “Height” and “Width” controls, specify the height and width [in percent] of the height and width of the PDF page.

Upload files and images

Under the list of controllers on the right side there is an option to upload files and images:

• Add the Display Name: instruct client what file to upload.

• Select the Type of file: Image upload or File upload.

• Select whether the file is mandatory or not.

• When finished, click “Add” [green V button].

Default attachment extensions are defined in the Session settings under Projects.

For more information read here.

Archive

Information in the archived PDF file based on PDF template is aligned to the center according to the width of the field in the form.