help with pdf editor

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    Michele Mahmood
    Asked on October 18, 2018 at 09:53 AM

    Hi! I'm wondering if I could get more help with using the new pdf editor. I've been trying to learn how to do some of the steps but I'm having trouble. We have our patient registration form created. Now I'm curious about the automated process. How do I set up my PDF document design for my form submission data to automatically use this same design every time?

    Screenshot
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    daisy
    Answered on October 18, 2018 at 10:20 AM

    Please click "Customize PDF" and "Try Pdf Editor" buttons if you use old "Submissions" page. After that, you will see the PDF Editor page.

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    You can customize your PDF File by drag and drop operations in "Add Element" section that is on the top left corner.

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    Also, you can customize fields by clicking the  "Gear" icon next to them:

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    Once the design is created, the same design is used for all submission automatically. You do not need to create again. But you can edit the design anytime.

    We will happy to help you if you need further assistance.