Live Forms v9.1 Documentation

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Looking for a section on this page? Hover your cursor over the Table of Contents iconto the right to quickly navigate this page.

PDF Snapshot

Checking the Save PDF option for a form/workflow saves a a PDF image of the form/workflow in the 

Frevvoproduct
' submission repository. This generated snapshot is a basic PDF rendering of the form/workflow.  You can generate additional PDFs' as part of your form/workflow, if required. For Example, new employees hired by a company are typically asked to fill out federal forms such as a W-4 or an I-9. 
Frevvoproduct
' Pixel Perfect PDF generation feature allows you to design a form/workflow with fields that capture the information needed and integrate the data from the e-form controls to an acroform PDF.
Frevvoproduct
adds all generated PDF forms to the document set of a completed form/workflow. See Submissions for more details.

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Frevvoproduct
'  Pixel Perfect PDF generation feature is supported in both the Form and Workflow Designers.  You will need  an "acroform" to generate a pixel perfect PDF.  Acroforms (also known as Acrobat forms) are forms that contain writable form fields. You can generate as many PDFs as you like. It is very easy to map 
Frevvoproduct
controls to individual acroform fields for each one. The additional PDF forms are generated at the end of a form/workflow and all generated PDF forms will be added to the document set of a completed form/workflow. This makes it possible for the form designer to specify doc actions on these additional form documents as well. The designer can construct form/workflows in which the generated forms may be viewed at any point in the form/workflow via the Form Viewercontrol.

Warning

If a form designed in the Forms designer has generated PDFs associated with it, the PDFs will be carried along when the form is added to a workflow. Existing form viewer controls will work in the new step of the workflow.  However, PDF mappings will NOT be preserved when a workflow step is extracted as a standalone form.

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If you cannot find an acroform to use, there are tools available to create one. PDFescape is a free PDF editor that can be used to create a PDF with writable fields. For more complicated PDFs (tables.etc..), consider using the paid PDFescape Ultimate version. Refer to the mapping rule guide lines in the table below.

Warning

The tool that Adobe uses to create PDF's does not support integration with third party software. Use PDFescape to generate acroforms for mapping with Live Forms.

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Designers should give Group Controls meaningful names whenever possible as it may prove helpful if you are using the Mapping Form Outline.

Step 3 - Upload PDF acroform Templates

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Note

Fillable PDFs when viewed with the form viewer control are always flattened so that they are viewable on mobile devices.

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The quickest way to map your PDF is to use the drag/drop method, but if you need to change an index for a table or repeat control,  the Mapping dialogue must be used. Of course, you can change mapping choices on the Mapping dialogue as well.

Click the Map Fields icon to begin:

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If the mapping complies with the PDF Mapping Rules, then the PDF field is filled in with the name of the e-form control and colored green to indicate that it is mapped. The color of the hovered field will be changed slightly to indicate that the drop can happen there.

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The mapping is done when the user selects one item in the 

Frevvoproduct
radio corresponding to the selected radio option. The items/options are matched to value/option, not label, of the control. Only one selection is supported. See PDF Form Generation Rules for more information.

Note the Selectable Values from the mapping status are on the option value side of the equal sign.

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Drag and drop the Form Viewer control from the palette into your form. If you are using the workflow designer, select the step in the form/workflow where you want the PDFs to be viewed by clicking on it and then click on the pencil icon to launch the Form Designer. It can not be placed in a repeat or table control. You will need a Form Viewer control for each PDF that you want to be reviewed. The generated form will display in Link Mode. Select the PDF to be viewed for each control from the Form dropdown. If you used templatized strings when naming your template, it will show the template unresolved in the drop down.

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