Creating PDF Forms

To build PDF forms, you will need Adobe Acrobat Pro software.

You will create your PDF Document and add the field names from the Fillable Fields list to the form where you would like the data to appear. The data will be displayed exactly as you entered it into the system, unless there is additional information in the Example Output column.

!You must enter the EXACT value in the Field Name Column from the Fillable Fields list as the field’s name

*For assistance with creating fillable forms in Adobe Acrobat Pro, here are some videos and documents that may help: https://acrobat.adobe.com/ca/en/how-to/create-fillable-pdf-forms-creator.html, http://tv.adobe.com/watch/acrobat-x-tips-tricks/how-to-create-a-fillable-pdf-form/

When you are finished with the form creation, navigate to Arranging Director > Forms > Maintain Form List to upload to the system. Click ‘Add a New Form’.

You will then be prompted to fill out the following form details:

• Click ‘Find File’ to upload the form (10mb max).
• Enter the Form Name
• Enter the Form Description
• Enter the Form Category. This is what the category heading will be for this form on your Forms Menu.
• Choose the Form Type from the dropdown. – If this is a form that will prefill with information from the record, choose Pre-Fill with Available Data. – If this is a form that doesn’t prefill, choose Static Form.
• Enter your initials for verification and click Upload Document.

*Troubleshooting Tip: The most common error is a typographical error in your form name or in a field name