When building a master form, you don’t need to upload a PDF beforehand. Click Create Master For Multiple PDFs, and you’ll arrive at the Form Builder. On the form builder, there are three main sections:
Get started building your form.
At the top left of the page is the Toolbar. Use the + Add button to add various fields to your form. The options are categorised by compatibility; either Form and PDF or Form Only.
|Form and PDF||Form Only|
|Text Input||Page Divider|
When you add a field, its widget will appear in the Form Widget List. You can edit its attributes in the Form Widget Attributes panel.
Preview your form at any time using the Preview Form button in the top Toolbar.
We recommend adding some sample data to your form before previewing. This way the form is rendered with data.
Once you’ve finished building the form, Click Publish in the top left Toolbar, you’ll then receive a shared URL or embedding script.
Once you’ve completed the Master Form, it’s time to upload your PDFs as linked forms. Use the below steps and image to guide you.
The Linked Form Editor consists of two panels:
Left Panel Displays all the widgets of the master form. You cannot add, delete, or modify the form attributes.
Right Panel Displays the PDF form and any fields (corresponding widgets) you add to it.
Add a field to your PDF (in the right panel):
Add to PDFThe field appears at the top of the PDF (right panel)
Please Note: Only Text, Choice, Dropdown, and Signature can be added to a PDF form.
Hint: Widgets can be added to a PDF multiple times; for example, if your PDF requires a personal signature on every page, add the same signature widget to each page. When the final PDF is generated, it will contain the same signature on every page.
After you’ve finished building your PDF, click Publish. Once published, you’ll receive a URL or embedding script to share.
You’ll notice the sharing URL is singlular no matter how many PDFs you link, this is because the user only needs to fill out the one master form. Once the master form is complete, all the linked PDFs will automatically complete.