Mark Required Fields in a PDF in Egnyte
Mark Required Fields in a PDF
Have you ever needed to turn document from your Egnyte account into an interactive fillable form?
With PDFfiller you can easily transform your Word or PDF documents in Egnyte 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, click on the required folder on the left and choose a file in the list. Select Edit with PDFfiller on the right sidebar.
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 Egnyte 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, click the Done button in the top right corner and and save your document back to your Egnyte account.
- Blackout and redact
- Draw arrows and lines
- Add comments and sticky notes
- Add images and watermarks
- Highlight and search
- Add checkboxes, drop-down menus, date and signature fields, formulas and images Define the filling order and add instructional videos to guide clients through the document
- Merge PDF, Word, PowerPoint and JPEG files into a single PDF
- Create legally-binding eSignatures with just a click
- Sign documents when on-the-go on any mobile device
- Easily add your handwritten signature to a document using a webcam