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Nintex Newbie

Fillable Adobe Form as foundation of DocGen Template

  • Hello,

 

Our current template is a fillable Adobe form that we send out to clients to complete. It does not include AdobeSign tags. It's just a data form. Some of the information is already in Salesforce which means we can fill out several of the fields before sending the form to the customer to complete the rest. 

 

Can I use this fillable form as a template in DocGen where once it is generated in DocGen the fields remain fillable when I send to the customer? 

 

When I tried it, the fields remain fillable but when I enter values I am unable to save them in the document.

 

Thanks. 

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Nintex Employee
Nintex Employee

Re: Fillable Adobe Form as foundation of DocGen Template

Hi @Yes,

 

Is the Adobe form a pdf file? What program were you using to edit the pdf? They should still be fillable after going through DocGen. You can find our link for tagging pdf's here(https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/templates/TaggingPDF.htm).

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