Smart PDF: How to integrate PDF to form?

  • Ted_Erickson
    Asked on April 3, 2025 at 3:34 PM

    Hey Jotform Team.

    I spoke with Justin on the Enterprise team who informed me this was possible. Long story short I have a finance form (with signature and payment built in) and I'd like to be able to map those submissions, and signature, onto our PDF document application, but we couldn't figure out the exact process on our call.

    Additionally I'd like to receive notification emails when someone has started a submission but abandons before submitting. It appears last someone asked this is not possible in 2024, have there been any updates to that functionality?

    Thanks!

  • Cristy JotForm Support
    Replied on April 3, 2025 at 4:25 PM

    Hi Ted,

    Thanks for reaching out to Jotform Support. Jotform makes it easy to integrate your PDF files using Smart PDF Forms. Let me walk you through it:

    1. On your My Forms page, click on Create Form on the top-left side of the page. 

    2. Choose Import Form and then Import PDF Form.

    3. Now, upload your PDF file.

    Smart PDF: How to integrate PDF to form? Image 1 Screenshot 50

    4. Add the necessary fields and customize them using the Add Form Element menu on the left side of the page.

    Smart PDF: How to integrate PDF to form? Image 2 Screenshot 61

    Sometimes, the fields that are automatically created in the PDF file will be in the wrong place. If that happens, you'll have to move and resize the fields. Check out the screencast below to see how to do that: 

    Smart PDF: How to integrate PDF to form? Image 3 Screenshot 72

    That's it. The final preview will look like the one below:

    Smart PDF: How to integrate PDF to form? Image 4 Screenshot 83

    To avoid confusion, I moved your other question to a new thread and helped you with that here.

    Give it a try and let us know if you need any help.

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