For customers of our Documents feature.
Save time and paper by letting people complete documents online, in the browser. No more printing, scanning, and uploading documents. Built lets you take an ordinary PDF file and add fields to it so people can complete it online.
To make a PDF document fillable:
Note: Only Company Admins and HR Admins can configure company settings. To learn more, refer to: Understanding User Roles & Permissions.
Click your company name at the top of the main navigation, then click Company Settings.
Click the Documents tab.
Note: The document must be a PDF file.
Click the gray arrow next to the newly added document.
Click the Edit Form link.
When the PDF is displayed, click on a field type (checkbox, signature, date picker, or textbox) from the top of the screen.
Click on the PDF to place the field in the location you'd like it to show up.
Based on the field type you chose, you may be asked if you want to "autofill" this field with a value from the database. As an example, if you place a field onto the PDF and want the field to contain the person's first name, you'll choose "First Name" to autofill this field. When any individual attempts to fill out this document, the system will automatically place their first name into the field if it is already known. This saves the person time by having documents partially completed for them.
Change the field type at the top of the screen each time you need to add a different field type. For example, click Signature to place a signature field that will allow the employee to digitally sign the document, then click Checkbox if you need to place a checkbox on the form.
Once you've placed all fields onto the form, click Save and Close button.
Please contact our customer success team for additional assistance.