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How to upload and map a PDF
How to upload and map a PDF
Chris Blaser avatar
Written by Chris Blaser
Updated over a week ago

To use this feature, you must have Admin access. To get started, go to a form and navigate to the PDF section.

You will see the following page:

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Click Add PDF to add a new one or select the Select a pdf to modify an existing PDF

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You should now name the PDF which will help you to identity what the PDF is for. Notice every PDF is assigned a PDF ID which can later be referenced in the builder for certain actions such as determining which pdf to include in a DocuSign envelope. The next step is to upload a PDF file that you want to set up and map

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After the PDF is uploaded you can see that there are orange fields that have been set up so that you can map the PDF to the inputs in the form. By clicking into any of the fields you can select which input in the form that should be mapped to the PDF. Blue means that the field has been mapped.

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The last step when uploading a PDF is associating a PDF input to the uploaded PDF.

To do this, all you need to do is go to a PDF input and select the PDF you want to associate with it. You will see the PDF keep spinning in the builder but when you go test the PDF you can see the PDF load with all mapped inputs.

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