PDF Embedder: Allow users to upload their documents.

  • Profile Image
    Porter_Max
    Asked on January 02, 2022 at 09:12 AM

    Is it possible to build a document upload form that would allow the person submitting the form to upload the document, and then view the document within the form as they fill it out?

    I'm trying to create a lease abstraction form. The data that people are going to be entering will come directly from the document bing uploaded. I'd like them to have the ability to see the information all in one window versus having to have two windows open.

  • Profile Image
    Dragana_R
    Answered on January 02, 2022 at 10:06 AM

    Hi, Max!

    Thank you for reaching out to us.

    Currently, the only possibility would be to add a PDF Embedder Widget to the form, as shown below.

    1641135791_61d1beaf58629_

    Example:

    1641135799_61d1beb79dee9_

    If it is a PDF file, you can add it in the form your users are filling in, and that's how they can at the same time look in the information they need to submit.

    Guide: https://www.jotform.com/help/153-how-to-display-a-pdf-document-on-your-form/

    Let us know if you have any additional questions or need further assistance.

    Thank you!

  • Profile Image
    Porter_Max
    Answered on January 02, 2022 at 10:12 AM

    Exactly what I was looking for, thank you!

    Is there a way for the person uploading the document and filling out the form to mark, maybe within the PDF Embedder Widget, the paragraph that contains the information that they're entering?

  • Profile Image
    sweta_s
    Answered on January 02, 2022 at 11:28 AM

    Thank You for contacting us!

    Unfortunately, it is not possible to mark the paragraph in the PDF Embedder widget.

    A workaround we can suggest you upload the image of the marked paragraph using the Image Upload Preview widget:

    https://www.jotform.com/widgets/image-upload-preview

    Image Upload Preview widget lets users view the image they’ve selected to upload to your form. Upon preview, they can then decide whether to proceed with the submission or delete the image.

    Thanks.

  • Profile Image
    Porter_Max
    Answered on January 02, 2022 at 11:34 AM

    Just to clarify, the PDF embedder only works for one document that I upload prioir to publishing the form? People filling out the form cannot upload their own PDF?

  • Profile Image
    Dragana_R
    Answered on January 02, 2022 at 12:44 PM

    Hi, Max!

    "Just to clarify, the PDF embedder only works for one document that I upload prior to publishing the form?"

    Exactly! If you want the same for your users, we can escalate the ticket to our developer's team. However, we cannot guarantee when precisely it will be implemented.

    We will wait for your response.

  • Profile Image
    Porter_Max
    Answered on January 03, 2022 at 07:12 AM

    Good morning,


    Yes, if you could please escalate it to your developers as I plan to be using your service for a while and this would be incredibly helpful!


    Thanks,

    Max

  • Profile Image
    Marijoy_A
    Answered on January 03, 2022 at 07:39 AM

    Hello Max,

    Thank you for your response.

    I will escalate the feature request to our backend developers. Please note that we do not have an ETA as to when or if it will be implemented but we will notify you here in our Support Forum of any updates that we will receive.

    Thank you and have a good day.