Add Fillable Fields to a PDF in SharePoint with PDFfiller
Add Fillable Fields to PDF
Have you ever needed to add fillable fields to documents stored in your SharePoint account?
With PDFfiller you can easily transform your Word or PDF documents stored in Sharepoint account into interactive fillable 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 via SharePoint system.
To get started, simply select a Word or PDF document from the list on the left, then right-click and select Edit with PDFfiller from the list.
On the screen that opens next, PDFfiller will request your authorization - click AUTHORIZE.
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.
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 SharePoint document 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.
After you have finished editing your document, click the Done button.
The PDFfiller Editor App will create and upload a copy of the document with all the changes you’ve made to your SharePoint account. The file name of the copy consists of the original file’s name with “pdffiller” added. The original file will remain unchanged.
Please note that PDFfiller also saves the edited document in PDFfiller’s “MYBOX” folder.
- Type and erase
- Black out and redact
- Add images
- Draw arrows and lines
- Place sticky notes and text boxes
- Turn documents into dynamic fillable forms
- Add checkboxes, drop down-menus, date and signature fields, formulas and images
- Define the filling order and add instructional videos to guide recipients through the filling process
- eSign documents and collect signatures
- Track workflow via instant notifications
- Access and manage your fillable documents from desktop and mobile devices