Convert a PDF to a Form

When building a form, you can upload an existing PDF to generate elements from. You can then customize the form to suit your specific requirements.

Important Notes

• Known limitations include:

  • Pages & Sections: The feature does not currently create pages or sections as per the current PDF configuration

  • Table content: Depending on the PDF being converted the feature may not convert tables in the PDF

Instructions

1. Create a new form

2. On the Builder tab, select Create From PDF Form

3. Select the PDF you wish to use and click Open

4. You will see a Document Processing screen as it uploads

5. The form will then display the fields it converted from the PDF, make adjustments as needed

   Note: View a list of known limitations that you may need to address after converting the PDF. You can submit feedback on this feature by filling out the PDF Conversion Feedback form.

6. Click Save

7. Click Preview to view your form

Resources

• Create & Manage Forms

• Add Form Pages

• Form Element Types

• Add an Email Submission Event to a Form