Step 1: Navigate to Custom Forms
Go to Settings
Click on Client
Select Custom Forms
Step 2: Add a New Form
Click on Add New Form
Choose the option to upload a PDF file
Upload the desired file from your system
Step 3: Configure the Form
Once uploaded, the Form Builder window will open
Drag and drop components onto the PDF as needed:
Use Text Field where text input is required
Use Date Field where dates need to be entered
Add other components based on the form requirements
Align each component with the appropriate section of the PDF
Below is a sample example of the components which can be added to the different sections in the field.
Step 4: Review and Finalize
Ensure all necessary fields are properly mapped
Double-check alignment and field placement for accuracy
Create Form
Step 5: Activate the Form
Change the form status from Draft to Active
Step 6: Start Using the Form
Once activated, the form is ready to be used within the system