Start process from PDF file

The Start process from PDF file widget starts an ad-hoc transaction from a PDF file, without a template. You can then add fields to the PDF in the agent screen and send it to the client.

1. Drag a PDF file to the widget, or click the drop zone (“Drag and drop files here or click to select”) and select the file. Only PDF files are supported.
2. Enter a Description for the transaction.
3. Click Send.

The transaction is created and the agent screen opens in a new tab, where you can add fields and send the form. To choose a different file before sending, click the trash icon next to the file name.

Notes:

• All the pages of the PDF must have the same orientation (all portrait or all landscape).
• Creating ad-hoc transactions requires permission to create transactions in the project, and the agent screen must be included in your organization’s plan.