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Import Fields from a PDF Field Import

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable outputs.

A form must have already been created with no fields added for this method to work. If a field has already been added to the form, you are no longer able to bulk import form field names from a PDF Field Import. You are now required to enter each field name individually. Regardless, you can still upload a PDF Form that the system will use for future form entry downloads.

How To: Add a Field to a Form

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How HOWTo: TO:Upload ADD A FIELD TO A FORM

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To import field names from a PDF file, go to the Home Page of the Forms Module.

Select the three-dot icon to the right of the Form Title opening the Form’s context menu. Select “Form”.

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This opens the Fields Tab for a specific form. Select the “PDF Field Import” button.

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This opens the PDF Field Import Modal.

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To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

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Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

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Confirm that the Export Format is “PDF The complete document”.

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Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

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Select “Allow” and the PDF will confirm that the fields were added to the database.

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Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

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