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

Account Setup

Once Convert a PDF has been enabled for your account, you will need an Account Owner or a Team Member with the Roles: Manager permission to navigate to the Account screen to complete the AI Consent.

Note:

Once Convert PDF is enabled for an environment, it is enabled for all Team Members who have access to that environment.

Instructions

1. Create a new form

2. On the Builder tab, select Convert PDF

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

4. The Sage AI sidebar will open and outline the actions for converting your PDF to a form

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

   Note:

   Review 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