Auto-place PDF form fields

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Eugenia Brown
  • Updated

Note:

Make sure your .pdf file has form fields. 

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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:

  1. Convert form fields into PandaDoc fields
  2. Flatten form fields

To upload a PDF with form fields, click on Create new button, select Document, then click on Local file in the pop-up window on the left or simply drag & drop a PDF from your device.

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 them into PandaDoc fields. 

Warning:

The auto-placed fields will be set as 'not required' by default.

Note:

PandaDoc doesn’t convert Print/Reset buttons, Image, and Barcode fields. 

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Next, you can assign all fields to one recipient:

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