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.
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 > Select a .pdf file from your computer or drag-and-drop it to the upload area.
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:
