EK
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How can I rename a PDF form?

How can I rename a form to make it specific to a client? Example Acord 80 renamed to App Arsizo. And save it as such in My Forms

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Answer
Anonymous
1 Reply
SF
7
votes
Dear Emily, Thank you for contacting PDFfiller.com! Please log in and go to "My Forms" page: www.pdffiller.com/en/forms.htm Click on "MyBox [all documents]" folder which lists all your forms. Select the form and click "Pen icon" on top of forms list. Please watch this short video for reference - youtu.be/nkeP3RP76Us If you use the same form with same information, you can create a template so that you don't have to type same information again. To create a template, please fill the form and enter the information that will never change (such as address, phone number and your name) Click on Done after you finish entering the data. On the next screen click "My Forms" tab. Next, select the form, click on the "More" button and select Template option. This will make the form a template. Whenever you need to use that template, just select the form and click "Create Form" button then enter a new name for the new form. Please let us know if you have any questions. Please watch this - youtu.be/eTfO_yfyseo Thank you!
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