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Choose a fillable PDF file.
Click Upload.
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You can click on View if you would like to see how the PDF would look in another tab.
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Note: the yellow came with the PDF Form as an indicator of important fields, and the white boxes must be manually entered during the onboarding process if they are required fields.
Click on Given Name.
| PDF Template Form Page |
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The Lookup binds popup is presented.
Navigate through the list of binds, then click on one of the binds that has the data that you want to show in this field. Click First Name Last Name.
| Lookup Binds Popup |
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Any fields that have had a bind inserted (becoming pre-populated fields) turn green.
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Scroll down to the bottom and click click Save.
| PDF Template Form Page |
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If you scroll down to the bottom of On the Content Revision page, you can see the summary of what you modified. In the For content type PDF Templates boxunder Content Metrics, there will also be the number of individual templates that were changed.
| Manage Content Revision Page |
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Click on Return to Manage Revision.
| Manage Content Revision Page |
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Click on Apply.
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