Fields on PDF

Fields on PDF

The Fields on PDF feature allows you to place data fields directly onto your PDF documents.

To get started with Fields on PDF, you’ll need a playbook. If you don’t already have one, you can create a playbook with the data fields you’d like to overlay on your PDF.

Create a playbook

You need to have administrator rights to create a playbook.

1. Go to Admin > Playbooks.
2. Click on + Create a playbook 

1. Click on your new playbook > Data fields > +Add a data field and add your Data fields.

All data fields added to that playbook can be added to the PDF.

Create PDF template

After creating your Playbook and adding your data fields, it's time to create your PDF template.

1. Go to Templates > Click + Create template.

2. Select Upload PDF and choose the PDF you want to use for your template, then click Save.

   

3. Go to Data fields > Select your Playbook.

4. Begin placing your data fields on the PDF where needed. To adjust the size of a field, simply drag its corner to resize it.

   

Field Settings

You have full control over whether counterparties can edit the fields in your document. Here’s how to configure the settings:

1. Click the gear icon in the top right corner to set the default settings for the entire template.
2. To customize settings for individual fields, click on a specific field. You can:
   - Override the section's default settings for that field.
   - Make the field required.