Adding a Fillable PDF

Upload the PDF Form

Note: The uploaded PDF must be a PDF Form. For more information, see PDF Gear or Adobe's Guide.

1. Go to Org Settings.
2. Click on Fillable PDFs.

3. Then click the big blue New Fillable PDF button.

   When the drawer opens up, select what the fillable PDF is for:

   • Cash Loan  applies to loans that are related to nothing (such as hard cash loans).
   • Track Loan  applies to a loan which has a track associated with it.
   • Client  applies to a single client.
   • Track  applies to a single track.
4. Select the PDF file to upload.
5. Provide a description of what the file is. The description is for your own reference only; it will not be added to the document.

Map the Fields

1. Click on the field.

2. Select the first drop-down and navigate to the data property you want mapped.

   Next, select the format you want the data displayed in:

   • Text  displays the data as is.
   • Currency  displays it in the format of $1,234.56 .
   • Percentage  displays the data in the format of 9.8% .
   • Date  has additional formatting for the data.