View pdf formatting in Document Builder

Matthew_Lanterman

Hello,

I created a fillable pdf, and placed a medium black border around each field in. Issue is I am not able to see the borders around the fields in the output from Document Builder. I can see the borders for the fields in the pdf builder when I preview the file in Adobe, but no where else.

I also attempted adding a gray background to the pdf template, but that also did not work.

Is there something I need to do in Adobe to allow Smartsheet to see the formatting/borders/background?

Genevieve P.

Hi @Matthew_Lanterman

I've been able to replicate what you're describing: in a PDF with a black border around fields, that border disappears after I've mapped Smartsheet data to it and I generate the document.

At this time I'm unsure if this is expected behaviour or not. I see that you have contacted Support on this issue and working with them will be the best way to proceed. They'll be able to test directly with your specific document and formatting to troubleshoot further.

Thanks!

Genevieve

Genevieve P.

Hi @Matthew_Lanterman

I've been able to replicate what you're describing: in a PDF with a black border around fields, that border disappears after I've mapped Smartsheet data to it and I generate the document.

At this time I'm unsure if this is expected behaviour or not. I see that you have contacted Support on this issue and working with them will be the best way to proceed. They'll be able to test directly with your specific document and formatting to troubleshoot further.

Thanks!

Genevieve

Matthew_Lanterman

Hi @Genevieve P.

Thank you for testing it out on your side. Support said, "At this time, Smartsheet does not support the functionality of retaining the format of the fillable pdf in document builder". They also logged this as an enhancement request for me.

One proposed solution from them is to create the form in MS Word, export as PDF, make the fields editable in Adobe, then upload it to Document Builder. I'll give that a try this week.

~ Matt

Genevieve P.

Thanks for following up!

Genevieve Van Buhler

https://community.smartsheet.com/discussion/comment/323542#Comment_323542

Where is the enhancement voter link? I want to vote :)

Andrée Starå

Hi @Genevieve Van Buhler

I hope you're well and safe!

To add your vote! Please submit an Enhancement Request when you have a moment.

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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!