Our customizable document Output feature allows you to map selected fields from your workflow to any fillable PDF document.
But where do you get a fillable PDF if you don't have one already?
We generally discourage the use of PDFs, but in this case it's just an ingredient in our recipe for making customized document exports. In order to get data from your workflow into a specific PDF format (for example, a format required by another agency or requested by a department) the first step is to create a fillable PDF in the format you want for export.
If you have access to Adobe Acrobat software (not just Acrobat Reader, but the version that allows you to edit and create PDFs), you can easily make a fillable PDF.
To Make a Fillable PDF in Adobe Acrobat:
In Acrobat, select "Prepare Form" from the tools menu to add and label fillable fields. You'll create one fillable field for each location on your Output (export).
Use Text fields (for text / numeric/ signatures) or checkbox fields (for multiple choice or checkbox answers) on your form.
Be sure to LABEL your fillable fields with an easy to understand name to make mapping ClearForms fields to the Output/ export document easier.
Be sure to save your document as a FILLABLE PDF. Here's a video that shows the setup and tips for Acrobat.
But even if you don't have access to Acrobat, there are online tools to help you create fillable PDFs.
https://create-fillable-pdf.com is an online tools that allows you to upload, configure and export a fillable PDF. Check out their free trial!
https://www.pdffiller.com/ is another tool you can test out.
(Please note that none of these software or web options are connected with ClearForms and we cannot guarantee anything about their software).
Here are some additional tips:
If you have a list of potential answers for a multiple choice or checkbox field, you can use the checkbox field type on the reference PDF - create a checkbox and the associated answer - then you are able to map only the "yes" answers to that specific answer directly on your PDF. Here's an example of how that looks:
Also please make sure your field settings are correct -
You typically want a small font size and a multi-line field option.
Can't figure it out or don't want to learn how? The ClearForms team may be able to assist you with creating and configuring a fillable PDF to use in an export. Get in touch via the intercom chat button on this page, or email [email protected] and send us the form you'd like to use as the basis for your document export, and we'll let you know if we can help.