How-to: Form Editor [Advance User]

1.0 Objective

The purpose of this documentation is to show how to upload a new version of the PDF background, and readjust its text fields.

2.0 Table of Contents

Expand for Table of Contents

• 1.0 Objective
• 2.0 Table of Contents
• 3.0 Intended Audience
• 4.0 Prerequisites
• 5.0 Instructions
  • 5.1 How to Upload/Create a template
  • 5.2 How to Locate Your Form
  • 5.3 How to Make a Backup of your Form/Template
  • 5.4 How to Update the PDF Background
  • 5.5 How to move/adjust the location of text fields
• Related articles

3.0 Intended Audience

• Account with Company Admin Role w/ Form Editor permission

4.0 Prerequisites

• Role: Company Admin

• Security Profile should contain this permission: FORM_EDITOR_FULL_ACCESS

5.0 Instructions

5.1 How to Upload/Create a template

1. Go to Administrator

   

2. Access Template section:

   

3. In the lower right corner, these is a + Icon. Click it.

   

   1. To create a new template w/ your PDF - choose “New Form“ (Yellow Icon)

      

   2. To upload a back-up file (compressed file - see 5.3) - choose “Upload Template ZIP“/Blue Icon

      

5.2 How to Locate Your Form

1. Go to Administrator

   

2. Choose Templates

   

3. Search the name of your template, and open it. *note: The Type of a Form is “Publisher“

   

4. Click the Pencil Icon to edit the form.

5.3 How to Make a Backup of your Form/Template

1. Before updating your PDF Form, please make a backup. Do this by clicking the 3 dot Icon, outside the template search

   

2. Click the “Download ZIP“. This compressed file will be your backup file.

   

3. The file is compressed. This contains the current version of the PDF.

4. Decompress the file. Inside, find the PDF form. You can use this form as a backup.

   

5.4 How to Update the PDF Background

1. Search the name of your template, and open it. *note: The Type of a Form is “Publisher“

   

2. Click the Pencil Icon to edit the form.

3. Inside the Form Editor App, click the 3 dot icon beside the “File Name“

4. 

   Click “Replace Background PDF“, and browse your new version PDF Form

   

5. Upload Details pop-up will appear. Click “Replace“ button and “Confirm“ button.

   

5.5 How to move/adjust the location of text fields

There is a chance that your newer form has new page or adjustment in its content (ex. New Lines of Text). Do note that the coordinates/location of AEX Text fields and Signature Blocks will stay as is, according to the previous form.

In order to re-align back these Text Fields and Signature Blocks, you’ll need to follow the procedure below:

1.) If the misalignment is within the same page

→ Click the object → drag it to the right location.

2.) If the objects (Text Fields/Signature Block) are multiple + misalignment is within the same page:

→ Press/Hold Shift + Drag your mouse cursor around the multiple objects → Drag them to the

3.) If you need to move the object(s) to another page

→ If Sigle object: Click it, and right click your mouse → Choose “Cut“ → Go to the page where you want to paste it → Right Click again, and choose “Paste“ option

→ If multiple object: Press/Hold Shift + Drag your mouse cursor around the multiple objects → right click your mouse (to any of the selected object) → Choose “Cut“ → Go to the page where you want to paste it → Right Click again, and choose “Paste“ option

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