How to create Dynamic PDF forms

  • dgparsons
    Asked on November 15, 2018 at 5:37 AM

    Hi, 

    My firm is in the process of developing an online application process for investment accounts, but currently uses PDF forms. I am trying to find a solution whereby we can pre-select certain variables which will determine what is included in the paper application form. Is there a way of doing this?

    Thanks

  • roneet
    Replied on November 15, 2018 at 9:58 AM

    Unfortunately, Conditional fields cannot be added to the PDF Form. You cannot pre-select fields to show/hide some other fields in the Form.

    You may be able to implement this functionality in online Forms.

    Let us know if you need further assistance. We would be happy to help.

    Thanks