To map a PDF to a form template, you'll first need to go into the editor of your form template. Click on the PDF icon in the upper right-hand toolbar.
Search for the PDF that you want mapped to this form template. It must be located in PDF Templates > My Templates.
Select your PDF from the search list.
The PDF becomes associated with the Form Template you selected. You can set a condition as to when the PDF should be filled by clicking on the Configure button. For example, if you have 3 IRAs (Traditional, Sep, Roth), you can map each of them and then ask to pre-fill this PDF only if Type (field in form) = IRA.
You can associate up to 5 PDFs with a single form template. Click on the Add PDF button to add more PDF's.
Once you're done, click on the Save changes button.
You can now go to each of your fields within the template and map them to a corresponding field on your PDF. To do this, click on your template element and then click on the PDF Connections icon.
The drop-down lists all available fields you can map to your PDF. Search and select your PDF field from the list, then click the + Add button.
In this case, I'm mapping the First Name field on my Form Template to a field that I have in my PDF for the client name. I need to select whether the system will map the client's name or the co-client's name.
Alternatively, I can click + Add twice and set up name fields for both - client and co-client. Once done, click on Save Changes.
My form element now shows a PDF icon, indicating it's mapped to my PDF template.
If you have placed e-signature elements on your PDF template then the underlying PDF will be sent to the client either via PreciseFP or DocuSign for them to eSign. To set up the route of the filled out PDF after completion of your form template, while in the template editor click on the PDF icon once more.
You'll now be able to select who the signers should be, who the signature provider should be (either PreciseFP or DocuSign) and the e-signature authentication. Click on Save changes once you are done.
You can now engage your client/prospect with this form template. Please note that they will not see the underlying PDF. The PDF will be the end result (which can then be sent to them to e-sign if you have e-signature elements on the PDF template), filled out with the data that you have mapped to it from your Form Template.
You can then view the PDF engagement by going to Engagements > All Engagements (under PDF engagements) and click on the engagement. You can click on the View Documents button to view the PDF of the engagement.
If you had selected DocuSign as the eSignature provider on the PDF template that you associated with the form template you'll have the list of who the signers are and the status.
For PreciseFP signature you'll be able to also see who the signers are and their status as well as download all documents including the PDF and the certificate of completion.
*NOTE: If you have made a connection to a dataset on any PDF fields, please note that you will still be required to have a template element and map that to your corresponding PDF element. Even though the PDF template has a dataset connection, the requirement of this field on the form template supersedes the dataset connection.
When you have a PDF engagement being created from a Form engagement, there isn't an option to "select" the "Persons" to fill the PDF engagement with. That is a manual process that only happens when you engage with the PDF manually.
Mapped PDFs in Form templates will completely ignore any "connection" set in the PDF template and use the connections mapped in the Form.