PDF Fillable forms - I can get the mapping to work.
Hi All
I am keen to use a smartsheet to automatically populate a fillable PDF template through the smartsheet document builder function. The problem I am having when I upload the PDF form to SS, it doesnt recognise the fillable fields and I am unable to map it. Is there a trick to this? Is there a way to build that PDF so that SS mapping will recognise the fillable fields and allow me to map?
Many Thanks
Matt
Answers
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Hi @Matt Carlon
I hope you're well and safe!
How did you set up the PDF, and in which software/service?
I'd be happy to take a quick look.
Can you describe your process in more detail and maybe share the PDF/ sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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