To automatically pull the project details into a PDF form in Craftnote, the PDF form must be created as an "editable PDF form" with predefined fields. be created. This means that the PDF form must be created with software such as Adobe Acrobat DC, which makes it possible to create predefined fields for automatic for the automatic transfer of data from Craftnote. In these fields, information such as contact person, billing address and other project details can be and other project details can be inserted automatically.
As soon as the editable PDF form has been created, it can be used in the Craftnote web app under the settings area "Company templates" can be uploaded. It is then available in every newly created project in the file storage under the "Templates" folder in every newly created project.
The field descriptions that can be stored for a PDF form template in Craftnote depend on which data you want to have filled in automatically. you want to fill in automatically. There are different categories of data that you can select from the project details, the billing address, the contact person or your own company profile. can take. For each category, there are a number of field descriptions that you can can use in the PDF form template.
For example, if you want to display the name of the project in the PDF form template, you can use the field description you can use the field description craftnote_1_project_name. If you want to display the email address of the contact person, you can use the field description craftnote_1_customer_email can be used. And so on.
A complete overview of all available field descriptions can be found You here.