PDF Forms
PDF Forms allow you to digitize existing PDF documents by adding interactive form fields that users can fill out as part of your workflows. Instead of building a form from scratch, you upload a PDF template and place fields directly on top of it — preserving your existing document layout while making it interactive.
What Are PDF Forms?
PDF Forms are interactive documents that let you:
- Upload existing PDF templates (letters, applications, certificates, etc.)
- Add interactive form fields (text inputs, checkboxes, signatures) directly onto the PDF
- Integrate forms into workflows for approvals and processing
- Capture data digitally instead of printing and scanning paper forms
Key Features
| Feature | Details |
|---|---|
| Field Types | Text input, textarea, checkbox, digital signature |
| Multi-Page Support | Up to 20 pages per PDF |
| Validation | Required fields, min/max lengths |
| Draft Saving | Save progress and return later |
| Export Options | Table View, Form View (All), Initial Form Only |
| Device Support | Desktop, tablet, and mobile |
System Requirements
Supported browsers: Chrome (recommended), Firefox, Safari, Edge
PDF requirements:
- Format: PDF only (no Word docs or images)
- Maximum file size: 5 MB
- Maximum pages: 20
- Must not be password-protected
What's in This Section
- Creating PDF Forms — Upload a PDF, place field components, and save your form
- Filling Out PDF Forms — How to fill, navigate, and submit PDF forms
- Viewing and Exporting — View submissions and export in different formats
- Troubleshooting — Common issues, solutions, and best practices