Create a Managed File

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Managed Files allows common documents to be centrally managed and added to individual forms or templates.

This feature is currently available in WA only.

Please note

Only principal users can create and edit Managed Files. All users can add an existing Managed File to their form.

1. Click Managed Files from the left-hand menu.

2. Click Create from the top-right corner of the screen.

3. Enter a name and description for the managed file.

4. Click Choose a pdf to select your file, or drag and drop it into the PDF File box.

5. Click the Detect fields from the PDF to detect existing form fields in the uploaded PDF.

6. Click Upload & Continue.

Please note

Only principal users can add or edit fields in the Managed File editor.

The PDF editor will open, with the field controls displayed in the sidebar to the right of the PDF.

Add Text Field

1. Click Text Field in the editor sidebar.

2. Click where you want to place the text field on the PDF.

3. Drag the field into the required position.

4. Enter text you want to include in the Text Value dialog box at the bottom of the sidebar.

5. Repeat these steps to add more text fields.

6. Click Save Fields to to save your changes.

Add Text Area

1. Click Text Area in the editor sidebar.

2. Click where you want to place the text area on the PDF.

3. Drag the text area into the required position.

4. Enter any text you want to include in the Text Value field at the bottom of the sidebar.

5. Repeat these steps to add more text areas.

6. Click Save Fields to save your changes.

resizing textboxes

To resize the Text Field or Text Area, pull and drag the corners outwards, up or down, to your desired size. This is ONLY available for the Text Field and Text Area.

Add Checkboxes

1. Click Checkbox in the editor sidebar.

2. Click where you want to place the checkbox on the PDF.

3. Drag the checkbox into the required position.

4. Repeat these steps to add more checkboxes.

5. Check the Checked checkbox depending on your preference.

6. Click Save Fields to save your changes.

To add text beside a checkbox, follow the instructions in Add Text Fields and position the text field beside the checkbox.

Please note

Checkboxes cannot be resized.