1) It must be an ‘editable PDF form’ with predefined fields so that the data stored under the project details, such as contact person, billing address and others, can be pulled automatically.
2) Editable PDF forms can be created using software such as Adobe Acrobat DC or PDF Studio.
- alternatively -
13 PDF templates are already available to you with an existing Pro or Premium licence. licence. We provide you with further PDF templates in 3 different PDF packages for a one-off purchase at your disposal.
3) Newly created or purchased PDF forms can be uploaded in the web app on the PC / Laptop under the ‘Company templates’ settings area and are then automatically available in every newly created project in the file storage under the templates folder.
4)"Fillable fields" and thus defined fields, are available after opening the file are highlighted in blue.
5) If you click on a field with a blue background, the keyboard of the end device used appears and you can fill in this field.
6) ‘Signature fields’ (signature fields) are labelled accordingly. If these are clicked, a screen opens in which the signature can be entered. After confirmation, the signature can be enlarged or repositioned using your fingers.