PDF Forms
Introduction
Hey everybody, it's Tim from Tadabase here. Today we're shining a spotlight on PDF forms.
What Are PDF Forms?
PDF forms allow us to take record values or data from within our application and feed it directly into a PDF. We can then output that PDF by clicking on an action link.
How to Set Up PDF Forms
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Accessing PDF Forms:
- PDF forms are located under the Automation tab, specifically under PDF forms.
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Uploading and Configuring PDFs:
- Once you upload a PDF, you can add placeholders of different types, such as text, checkbox, image, and signature.
- These placeholders can be assigned names, adjusted for size and position, and customized with text styling.
Filling the PDF Form with Data
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Setting Up the Action Link:
- In the Action Link, select the action type "Fill a PDF Form."
- Choose the PDF you uploaded and set all PDF values to match record values or custom values using a dropdown menu.
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Generating and Saving the PDF:
- Once the action link is clicked, the PDF is generated with the filled-in data. You can then save or use the PDF as needed.
Conclusion
Say hello to Sparky, everybody! Thanks for watching!
We'd love to hear your feedback.