Map App Fields to Your PDF

Before you begin

The following procedure requires that you have a PDF version of your form.

Note: See The PDF Mapper to review the workspace elements.

The following video demonstrates how to map app fields to your custom PDF:

To map app fields to your custom PDF.

Optional: Set field format defaults.

Note: Text boxes, check boxes, and radio buttons have default formats for fonts and sizes. You may change these settings later. Changes do not affect fields already placed on the PDF form. SOTI recommends that you set the defaults first.
1. Select the Set default styles button. The Set Default Styles window opens.
2. Update the Default Field Settings as required to set properties such as font, size, and color.
Go to the Unmapped tab to find available fields, not on the form. If the field you need is absent, go to the Mapped tab.

Note: Fields appear in the Mapped tab after they are used in the PDF form. For fields used more than once, the number of uses appears in brackets beside the field name.
From the left toolbar, drag the desired field to your PDF. Place it in the space where the data goes. Use the handles on the perimeter of the field to resize it.
Optional: Change individual Field Settings as required.

Note: This is not the same as changing default settings. These changes only affect the current field.
Repeat steps 2 to 4 for each field you place on the form.
Optional: Select the Preview exported PDF button to download a draft version of the PDF. Inspect the PDF to determine if changes are required.

Note: If you review your exported PDF and decide the PDF template is not correct, you may replace your PDF template by selecting the Replace PDF button.
Select Next.