Create a new PDF Form

  • ModernDayAgent
    Asked on October 22, 2018 at 7:21 PM

    I am totally confused about the new PDF editor.

    Is this ONLY for editing the form once I get back? Am I suppose to re create my current forms to fit this new narrative? 

    Is the PDF Form in place of the ON line form? 

    Is it both? 

    If I have a form I use all the time and go to print as a pdf for my file records and want it condensed with just the information can I still get that?

    Do you have a video on how to do the new PDF format? 

    Do you convert current forms?
    Please advise.
    Thanks

    Karyn

    928-978-3246


  • Elton Support Team Lead
    Replied on October 23, 2018 at 12:31 AM

    There are 2 ways to create a fillable PDF Form.

    1. This is the easiest way. You can create a form at JotForm and convert it into a fillable PDF Form. Existing forms can be exported into a fillable PDF Form too. Guide: http://www.jotform.com/help/212-How-to-Create-a-PDF-Form

    2. You can create fillable PDF from scratch in the PDF Editor https://www.jotform.com/pdf-editor. However, please be reminded that design changes in your PDF Form will affect your actual Web Form.

    Create a new PDF Form Image 1 Screenshot 30

    Create a new PDF Form Image 2 Screenshot 41

    The converted fillable PDF is connected to your web form. When the fillable PDF form is submitted, the data can be viewed in your form's submissions page.

    For more information about the PDF Editor for creating fillable PDFs, check this page https://www.jotform.com/products/pdf-editor/fillable-pdf-form-creator/

    If you have more questions, let us know.


  • Ignite360au
    Replied on October 23, 2018 at 1:41 AM

    Hi Elton

    Maybe I missed something (not unusual..). Sales reps will be filling in and submitting an online version of the form. I then need a PDF of that signed form to be emailed to us and the signing client.

    I don't need a PDF version of the form, which is what I think I was working on and you mentioned above.


    Thank you!

    Maria

  • John_Benson
    Replied on October 23, 2018 at 7:31 AM

    To my understanding, you want to receive an email of the submitted form in a PDF format with Signature. 

    To do that, you will need to add an E-Signature widget to your form and a Notification email. Here are the guides that you can follow:

    How-to-Add-an-E-Signature-to-Your-Form

    Setting-up-Email-Notifications

    After that, you need to enable the PDF Attachment feature of the Notification email to receive an email with PDF. To do that, please open and edit the Notification Email then go to the Advanced tab and enable it. Here's a screencast guide:

    15402942474g56525zf Screenshot 10

    If I misunderstood your question, please contact us again. Thank you.