Add Required Fields to a PDF in Box
Add Required Fields to a PDF
Have you ever needed to turn a document stored in your Box into an interactive fillable form?
With PDFfiller you can easily transform your Word or PDF documents stored in Box into interactive form that would allow adding extra information. The times when one had to compile the document from square one based on the possibly available sample are now in the past. PDFfiller can simplify the document management for accountants, consultants, customer relationship managers and all salespeople organizing their workflow. To get started, choose the CLOUD tab in MY DOCS and connect your PDFfiller account to Box. Click Import from Box.
Select the document you need to edit and click the Choose button in the bottom right corner.
Your document opens in PDFfiller Editor. To create fillable fields for various types of data including text, numbers, signatures, dates, photos, dropdown menu, initials, and formulas click on Add Fillable Fields tab on the right.
Depending on the type of the fillable field required, click the corresponding icon. The procedure for adding fields is the same for all field types. Drag and drop the selected field anywhere on the document. Resize the field by dragging its corners or edges. Use the text formatting tools to preset the field’s text format including the font, size, color and alignment of text.
To delete a fillable field, click on the trash can icon above it. You can customize any fillable field. Click Advanced in the right pane and select the options you need.
Make sure important information isn't accidently skipped by adding required fields to the documents. Check this box on the right panel:
The Database Field Name is a very useful feature if you create a form with the purpose of gathering information from other people. It makes it easier to export data from the completed forms to a spreadsheet or other document from Box for further processing. If necessary, you can also define the order for filing fillable fields.
Click Order tab on the right
and make all the required changes.
As soon as you’ve added fillable fields, click the orange Save button to return to the editor. When you have finished editing your document, click the orange Done button in the top right corner to save it, send out for signing or share.
- Type and erase text
- Blackout sensitive information
- Add images and tables
- Draw graphics
- Place sticky notes and watermarks
- Turn documents stored in Box into fillable forms
- Add checkboxes, dropdown menus, date and signature fields
- Define the filling order and mark the fields as required
- eSign documents and collect signatures
- Track a workflow with instant notifications
- Set the order of who can sign a document