Document Templates of type PDF (Advanced forms)
A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document.
Important:
You can create a PDF document template either:
- uploading a fillable, editable PDF document into the form.
- using a PDF from Managed Documents.
The following flow describes how you can use a PDF document template from configuring the
template until filling, signing, reviewing, and generating a PDF document.
- Configure a PDF document template.
- Create participants for a PDF document template.
- Define a PDF field mapping.
- Mark a signature block.
- Publish the PDF document template.
- Document tasks generation.