Creating a Fillable PDF

Fillable PDFs are great for documents that need a specific formatting structure and the data is not going to vary in length.  They are really easy for people to read and fill out as well.  To create a fillable PDF, you'll need to use a software program like Nitro Pro.

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In your PDF, you will define the different fields you want to use in your document.  Make sure to use unique names and don't use spaces in the field names to ensure an easy integration process.

 

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Checkboxes: Using checkboxes in your fillable PDF can be a little tricky, but once you understand the process, it is fairly straight forward.  Each checkbox in your PDF has an "On" value or an "Export" value.  When the value that you are passing to the PDF matches this "On" value, the checkbox will be checked.  For example, you have checkboxes for Gender (2 boxes - Male and Female), you will want to make the "On" value of the Male checkbox be "Male".

Please note:  the Export value for a checkbox is limited to 125 characters

 

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Once you have the PDF created, simply upload it to WebMerge and we'll automatically detect the fields and take it from there! If you need to make any changes, simply make the changes in your PDF editor, then upload the updated version to WebMerge

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9 Comments

  • Avatar
    Troy Spencer

    Hi, can the data collected in a fillable pdf be merged into a document like a report or written invoice?

  • Avatar
    Jeremy Clarke

    Hi Troy,

    Yes, you could add a submit button to the PDF and send the data to another webmerge document (Merge URL): https://webmerge.zendesk.com/hc/en-us/articles/206526036-Save-Answers-from-a-Fillable-PDF-Form

  • Avatar
    Andrea Edgar

    How do you go about parsing the Formstack data from checkboxes into this? It exports whatever selections into one cell which are separated by commas.

  • Avatar
    Jeremy Clarke

    Hi Andrea,

    You'll want to name each of your checkboxes a unique name in the PDF, then in Formstack, you can pick the specific option you want to match up to that specific checkbox field. In the field dropdown in Formstack, you'll see all of your options listed there too.

    Thanks!

  • Avatar
    Christian Brescia

    i'm still not sure i'm understanding...
    our form has various "checkboxes" that should be "checked" if/when applicable.

    the uploaded form has each checkbox set as a "checkbox," (in Nitro) but i'm still unclear of what would be filled out in the entry field to pass a "check" onto the form.

    i'm getting the same result if i leave a field blank or add an "X"...nothing is passed to the final PDF form: the checkboxes remain blank/unchecked. help!

  • Avatar
    Jeremy Clarke

    Hi Christian,

    You need to set the "Export" value of the checkbox (in the PDF field settings) to the value that's coming over in your merge value. By default, most PDFs use "Yes", but you can change that to anything you'd like.

    When the "Export" value of the checkbox matches the merge data value, it checks the box.

    Thanks!

  • Avatar
    Christian Brescia

    That did the trick, Jeremy! Thank you for clarifying!

  • Avatar
    Agnes Kabambi

    Any suggestions for when a PDF (created in Acrobat) has export values for checkboxes set to the correct merge values, but the multi-select picklist fields still won't merge from Salesforce?

  • Avatar
    Jeremy Clarke

    Hi Agnes,

    I'd suggest changing the picklist to a textbox instead. That way you're just printing the selected value. Will that work for you?

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