With Writer's fillable templates, you can create, distribute, and receive submissions on questionnaires, feedback forms, etc. Users can fill out these forms online with ease by entering information in the fields like text field, checkboxes or a set of radio fields created by an author without being able to edit the structure of the document.
With this feature, turning documents into a smart fillable form to share with your clients and business partners, collecting client data and electronic signatures are only a few clicks away. Once you have a fillable form template ready, Writer lets you download your form as a Fillable PDF form as well.
To create a fillable document,
Click Create from scratch and you will be directed to a new blank document where you can build a fillable template from scratch.
Apart from creating a fillable template from scratch, you can also upload an existing PDF form to create one. Writer will open a PDF editor that will automatically detect fields in your PDF form and convert it to Writer's fillable fields. This lets you convert your traditional PDF forms to publishable webforms.
To create fillable templates from a PDF form,
PDF file types:
Try importing this sample XFA PDF form. On import, fields will automatically be detected.
Please try using this sample image PDF form.
|Single Line Text||Enter text like name, address, etc|
|Multi-line Text Area||Allows you to type in text exceeding one line.|
Ex: Address line 1, Address line 2, etc.
|Add email addresses|
|Phone||Add contact numbers|
|Date||Add dates in any format|
|Percent||Add values in percentages|
|Currency||Add values in any currency|
|Radio Buttons||Allows you to insert a set of options from which any one can be chosen.|
|Dropdown||Allows you to make dropdown lists for the user to choose any option from the list.|
|Checkbox - Single||Allows you to insert a checkbox wherever necessary.|
|Checkboxes - Group||Allows you to add multiple checkboxes at one click from which one or more boxes can be checked.|
|Image||Insert an image|
|Signature & initial||Insert a signature and an initial field|
In a fillable document, there are going to be multiple places in which the same field has to be repeated. For example, in the image shown below, the name of the candidate is repeated and you don't have to enter the name every time. Instead, you can link two fields by using the label name so that when the document is being filled and when one of these linked fields is filled all the other fields are also automatically filled.
To enable this, the first step is to assign a label name for the fields that you enter.
To create a label name,
Follow these steps to link the two name fields:
For certain fields that require the user to fill in obvious details like country name or organization name, you can pre-fill the value to make it easier for the users while filling the document. The pre-filled value can be edited by the filler if required.
To do this,
You can assign different levels of permission to the users, which means you can control who can and can not make changes to the document with the help of the 'Read-only' feature.
To enable this,
To set a mandatory field,
Conditions let you show different sets of content based on what value a user enters in a particular field.
To insert a condition,
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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