MASTER FORM BUILDER

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:

  • Form Widget Attributes
  • Form Widget Preview
  • Form Widget List

master-build-layout

Step 1: Building Your Master Form

Get started building your form.

Adding Fields to 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
Choice Description
Dropdown ReCaptcha
Signature File Upload

Arranging the Widgets

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.

  • In the Form Widget List panel Drag and drop your widget to quickly rearrange the order of the fields.

Previewing Your Form

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.

Publishing Your Form

Once you’ve finished building the form, Click Publish in the top left Toolbar, you’ll then receive a shared URL or embedding script.

Step 2: Uploading Your PDFs

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.

  1. Click Link on the form you wish to add a PDF to.
  2. Click Link New PDF, and upload the PDF.

link-pdf

Step 3: Editing Your Linked Form

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.

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Adding a Field to the PDF

Add a field to your PDF (in the right panel):

  1. Hover over the widget in the left panel
  2. Click Add to PDF The field appears at the top of the PDF (right panel)
  3. Drag and Drop the field to the correct position on your PDF

Please Note: Only Text, Choice, Dropdown, and Signature can be added to a PDF form.

linked-form-editor-annotated

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.

Step 4: Publishing Your Form

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.