Overview

Turn an existing PDF (such as a paper form) into a digital registration form. PDF conversion is the fastest way to digitize a form by automatically creating its fields and sections — but it's still best practice to review the converted form before using it live.

Before you begin

• Access to Config >  Registration.
• The PDF file you want to convert.

Steps

1. Go to Config > Registration.
2. In the Forms section, click Create from PDF.
3. In the Create from PDF window, either drag and drop your PDF into the upload area, or click the upload area to browse and select the file.
4. Once the file is selected, click Upload.
5. Wait for the confirmation message. You should see a note that the form conversion has started.
6. Refresh the page after a few moments. The system creates the form in the background, so it may not appear immediately.
7. Find the new form in the Forms list.
8. Click Edit to review the setup. Here you can update the Title, Description, Sequence, how often the form is required, and any integration or miscellaneous settings.
9. Open the Sections tab and review what was created from the PDF. Conversion creates the form's fields and sections for you, but review the result and make any needed adjustments.
10. Click Save once your updates are complete.

Optional next steps

• To test the finished form, use Preview or Preview & Test from the form's Actions menu.
• To make more detailed changes to the layout or fields, use Open in Designer.

Troubleshooting

• If the new form doesn't appear in the Forms list, then refresh the page — the form is created in the background and may take a moment.
• If the converted fields or sections aren't quite right, then adjust them in the Sections tab or Open in Designer before using the form live.