Document Templates of type PDF (Advanced forms)

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document.

    Important:
    You can create a PDF document template either:
    • uploading a fillable, editable PDF document into the form.
    • using a PDF from Managed Documents.
    The following flow describes how you can use a PDF document template from configuring the template until filling, signing, reviewing, and generating a PDF document.