Use an existing PDF file in your template to integrate it as a predefined template structure. This is a valuable feature for use cases where it is important to meet document regulatory requirements (such as goverment documents) or for cases where you want to save time and effort.

You can easily add your data model fields (applicative and interactive) on top of the PDF layer and generate a PDF format or a HTML link. 

How to use PDF Layer

  1. Create a new form, and check the ‘PDF Layer’ option in the form settings.  For your attention, only by checking the PDF Layer checkbox, you will be benefited from this feature.

 

The Rest of the settings can be the same as they were previously for Form creation.

2. Open the Docomotion Designer and click the ‘PDF Layer’ option from the menu bar.

3. In the ‘PDF Layer’ menu, you have two options:
  • Insert PDF: Upload a PDF from your local PC.
  • Undo PDF Layer: Remove the currently selected PDF.

4. Select ‘Insert PDF’, select the PDF file, and click ‘Open’. Allow a few seconds for PDF dimension calculation until the ‘PDF Layer’ dialog box appears.

5. In the dialog box, choose the ‘Fitting Mode’ and click ‘OK’:

  • Fit to PDF: Adjust page dimensions to match the uploaded PDF (Recommended).
  • Fit to Word: Adjust the uploaded PDF dimensions to the Word document dimensions.

The inserted PDF becomes images in the section in each header of your ‘Designer’ page.

6. Create your layer using various field elements such as static text, applicative fields, and interactive fields.

Users can harness the PDF Layer functionality through two distinct methods:

  • Tables: Users can insert field tags within a table, seamlessly integrating various field types. Ensure that under “Table Properties,” the text wrapping is set to “None”. In addition, under page setup >> layout >>  set header to ‘0’ (zero). Details on how-to work with tables – here.
  • Shapes: Users can insert field tags within a shape, just like you would do with a table.  If opting for shapes, it’s essential to define the shape layout position as an absolute position “Page to Page” after its creation.

It’s worth highlighting that the table approach is best suited for organized layouts where fields are systematically placed. On the other hand, the shapes method becomes more suitable when dealing with less structured arrangements.

7. We will proceed with this step-by-step guide using the ‘shapes method’.

Add Shapes >> choose ‘Rectangle’ >>and create your shape at the desired location

8. Right-click on the created shape and choose ‘More Layout Options’

9. In the ‘layout menu’, set the horizontal and the vertical layout to ‘absolute position’ and to ‘page to page’ , and click ‘OK’.

10. Click right-click on the rectangle, and select ‘Add Text’ option.

Repeat this procedure for each field.

11. Choose the appropriate field from your data model, and tag it in the relevant shape in the layer. Here are a few examples:

Insert a ‘Signature’ field from the interactive collection.

Insert a ‘Checkbox’ field from the interactive collection.

Insert a ‘Free Text’ field from the interactive collection.

Insert an Applicative field named ‘Contact Description’, to bring the default value.

 

And last, Insert a ‘Submit’ Button from the interactive collection.

12. Save your form by clicking on the cloud icon.

13. Now let’s generate the document. Select the form, and generate a document in HTML format with Link Channel.

14. As a recipient, open the link to the document. Edit and complete the relevant missing data, sign and submit the document to update Salesforce. The signed document is stored in Salesforce.

Limitations and additional Information:

  • Inserting a PDF will add Section breaks; do not remove them.
  • PDF size is limited to 10 pages and up to 4MB.
  • Inside shapes, use black content color.
  • Page margins will be automatically set to ‘0’; avoid manual changes.
  • Keep the header free from elements; place elements in the form body.
  • The ‘Live Editor’ feature is currently not supported.
  • The ‘Preview Document’ feature is currently not supported.
  • Form Segments are not supported.

Are you tired of struggling with the design of complex governmental forms and other existing PDF documents? Do you wish there was an easier way to integrate these existing PDFs into your templates and workflows? Look no further than our latest feature: the PDF Layer. With its effortless PDF integration, our PDF Layer is the ultimate game-changer for using pre-defined PDFs. 

Imagine working with governmental forms where designing a template from scratch is daunting. With our PDF Layer feature, you can seamlessly incorporate these PDFs into your templates while preserving their exact look and feel. Your generated documents will be pixel-perfect without the headache of manual design! Easy as that!

Our PDF Layer empowers you to incorporate both applicative and interactive fields within your generated documents. This means your documents become not just static forms but interactive tools. When generating them as HTML, you can collect data and signatures, offer a personalized experience, and enhance your documents to be more functional and dynamic. 

The information recipients submit through your documents is automatically stored in Salesforce at the right record. No more manual data entry, no more lost or misplaced information. Our PDF Layer ensures your data is always organized and readily accessible when you need it. 

We invite you to enroll in our upcoming webinar, where we will provide an in-depth understanding of this exciting addition to our solution. Join us and unleash the power of the PDF Layer!