How can I add payment fields from my form to the original PDF?

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    Kristine_Parisi
    Asked on December 08, 2020 at 11:48 AM

    created new fields in Jot form and need to have my PDF mirror those fields so that when I print it, those fields have a place to go in the PDF. I can not figure out how to do that!

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    Mike_G
    Answered on December 08, 2020 at 02:06 PM

    You can click the input box to show the "Add to PDF" button (just like what is shown in your screenshot). Click the button and move your cursor to the Original PDF you uploaded so you can position it. Here's a screenshot for your reference.

    1607454294_5fcfce56734c2_zt201208134956.

    Please give it a try and let us know if you need any further assistance.

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    Kristine_Parisi
    Answered on December 08, 2020 at 02:22 PM
    That wasn't actually my question. I need to redesign the PDF. So if I
    added a new field in jotform called "credit card", but that field isn't
    anywhere on the original PDF that I uploaded, I need to create a line and
    text called "credit card" so I can match it up to the info that is put into
    jotform. How would I edit the original PDF to add that line?
    *Kristine Parisi* | General Manager
    ANY LAB TEST NOW | Phone: 314-290-2227 | Fax: 314-692-9392
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    Niko_N
    Answered on December 08, 2020 at 04:13 PM

    Greetings Kristine,

    As I understand, you want to edit/customize your original PDF document to add some new form fields and then match it with an online form. Unfortunately, it's not possible to edit the original PDF document using JotForm. You will need to edit/update your original PDF locally, on your computer using any desired tool. Then, you can replace the existing original PDF for your form with the new one by following this guide below:

    How to Update the PDF Through Smart PDF Forms?

    Please note that you will have to match form fields to the updated original PDF again.

    Please check and let us know if you have further questions.

    Thank you!

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    Kristine_Parisi
    Answered on December 08, 2020 at 04:22 PM
    Ok, I thought I had read there was a PDF editor. So I still need to keep
    my subscription with Adobe then to edit the PDF it sounds like. That's a
    huge bummer. It's weird jotform would allow you to add features that have
    no where to go in the original.
    *Kristine Parisi* | General Manager
    ANY LAB TEST NOW | Phone: 314-290-2227 | Fax: 314-692-9392
    kparisi@anylabtestnow.com | *www.anylabtestnow.com/stlouis-central
    *
    444 S Brentwood Blvd, Clayton, MO 63105
    Like us on Facebook: www.facebook.com/AnyLabTestNowStLouisCentralMO
    Follow us on Instagram *www.Instagram.com/anylabtest.stl
    *
    Follow us on Twitter: www.twitter.com/ALTNCorp
    Check us out on YouTube: www.youtube.com/AnyLabTestNowTV
    This message, including any attachments, constitutes an electronic
    communication within the meaning of the
    Electronic Communications Privacy Act, 18 U.S.C. Section 2510. This message
    is the confidential property of Any Lab Test Now, and disclosure is
    strictly limited to only those recipients intended by the sender. In
    addition, since this message may contain confidential and privileged
    information, the dissemination or forwarding of this message to recipients
    other than those intended by the sender is STRICTLY PROHIBITED, and the
    sender does not consent to any notice from the recipients to the contrary.
    If you receive this message in error, please notify the sender immediately
    by return e-mail and delete this message entirely from your system.
    ...
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    Kristine_Parisi
    Answered on December 08, 2020 at 04:22 PM
    Is there a way to upload an additional PDF rather than replacing the first
    ...
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    Mike_G
    Answered on December 08, 2020 at 06:07 PM

    The PDF Editor is a different feature that we offer. It allows you to create customized PDF Documents for your form submissions, it also has limited settings to edit the layout of the Orignal PDF document that will be generated when the Smart PDF Form is submitted, and create a PDF Form out from an online form that you created in JotForm.

    As for uploading an additional PDF on the Smart PDF Form builder, I'm afraid that you can only upload one Original PDF at a time when you create Smart PDF Forms. But, you are free to create multiple Smart PDF Forms in your account.

    Feel free to let us know if you need any further assistance.

  • Profile Image
    Kristine_Parisi
    Answered on December 10, 2020 at 09:55 AM
    I'm still not clear on the best course of action-
    How would you handle this situation?
    I uploaded a combined PDF into jotform and matched up all the fields. I
    made edits to jotform so the customer could add additional info that wasn't
    ...
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    Gustavo_H
    Answered on December 10, 2020 at 10:56 AM

    Hi, Kristine_Parisi. I am glad to help you today.


    I was checking your form, and I can see you have not added the "credit card area" yet on your original PDF. 

    1607615619_5fd2448317174_


    As my colleague said, you will need to update your PDF file using another tool and then update it on your form. You may want to follow the guide below.

    Complete guide 👉 how-to-update-the-pdf-through-smart-pdf-forms?


    I can see you are collecting credit card information without using a payment processor. Unfortunately, it is against our Terms of Use, and your account can be suspended because of it.

    1607615533_5fd2442dddf0e_


    I recommend you using one of our payment processors, as shown in the screencast below. Unfortunately, you will be able to map the credit card field to the PDF because of security concerns.

    1607615693_5fd244cd7dec3_


    In summary, the best way to proceed is to remove those fields and process payments with a payment widget. You will not map this information to a PDF since it would be unsafe to your client.

    Jotform Payment Integrations


    Please, let us know if you need anything else 😀✨

  • Profile Image
    Kristine_Parisi
    Answered on December 10, 2020 at 12:44 PM
    Ok, I'm removing the payment piece. This isn't as great as I thought it
    was when I signed up. Too many lacking features. We can't use a payment
    processor because we won't know if customer pays or not. It would cause
    too much confusion. I wish you had phone support.
    *Kristine Parisi* | General Manager
    ANY LAB TEST NOW | Phone: 314-290-2227 | Fax: 314-692-9392
    kparisi@anylabtestnow.com | *www.anylabtestnow.com/stlouis-central
    *
    444 S Brentwood Blvd, Clayton, MO 63105
    Like us on Facebook: www.facebook.com/AnyLabTestNowStLouisCentralMO
    Follow us on Instagram *www.Instagram.com/anylabtest.stl
    *
    Follow us on Twitter: www.twitter.com/ALTNCorp
    Check us out on YouTube: www.youtube.com/AnyLabTestNowTV
    This message, including any attachments, constitutes an electronic
    communication within the meaning of the
    Electronic Communications Privacy Act, 18 U.S.C. Section 2510. This message
    is the confidential property of Any Lab Test Now, and disclosure is
    strictly limited to only those recipients intended by the sender. In
    addition, since this message may contain confidential and privileged
    information, the dissemination or forwarding of this message to recipients
    other than those intended by the sender is STRICTLY PROHIBITED, and the
    sender does not consent to any notice from the recipients to the contrary.
    If you receive this message in error, please notify the sender immediately
    by return e-mail and delete this message entirely from your system.
    ...
  • Profile Image
    Gustavo_H
    Answered on December 10, 2020 at 02:42 PM

    Hi, Kristine_Parisi.


    As you know, unfortunately, we don't have call support. Please, give us step-by-step details of what you want to achieve on your form, and I am sure we will find ways of achieving your goals.

    For example, why do you need to get credit card information? Would you like to receive a response from your clients before charging them? We do have an option to charge at a later date. 

    Complete guide 👉 how-to-enable-payment-authorization

    Now, if you would just like to have the user information on the PDF, kindly note that it would be very unsafe for your user, and that is why we do not allow it.

    If you want to have a form to grab the initial information from your user, send an email with their answers and a link to complete the payment later. It is also possible.

    Please, explain to us in detail what you need, and we will help you. 


    We will wait for your reply 😀