[Editor 2.0] Auto-place PDF Fields
Note:
make sure your .pdf file has form fields.When you create a document via upload using a PDF that contains form fields, you have an option to convert those fields into PandaDoc fields and assign them all to a recipient.
See uploading a PDF with form fields in action:
As you upload your PDF, you have two options:
- Convert form fields into PandaDoc fields
- Flatten form fields
To upload a PDF with form fields, click Create > Upload in your document list, or New Document > Upload on your Dashboard:
Upload your PDF file. Once it's uploaded, you have the option to "Place fields". Select it and PandaDoc will recognize the form fields and convert it into PandaDoc fields.
Note:
PandaDoc doesn’t convert Print/Reset buttons, Image and Barcode fields.
Next, you can assign all fields to one recipient:
