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Create your first PDF Form in Word (Part 2 of 3)

Applies To: Information Worker for SharePoint 2013/2016 and Cloud

 

Common situation when company creates a document in a Microsoft Word format and prints it out to use in physical format. Default scenario for most physical documents.

Afterwards company decides to start using fillable PDF forms with PDF Share Forms and want to continue using the same document that was designed in Microsoft Word.

It can be easily done by following steps described below:

Step 1. Open a Microsoft Word document

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Step 2. Save the document as PDF by navigating to File → Save As → choose destination folder → set type to PDF

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Result

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This PDF does not contain fillable fields yet, but now it is ready to be imported into PDF Share Forms, where fields and connection with SharePoint can be added.

Step 4. Navigate to My Forms Templates by clicking PDFShareForms.2013.IW.Cloud Azure QA

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Step 5. In My Form Templates in Templates tab → My Templates click Import new template

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Click on Drop files here or click to upload area. Standard file choosing window appears - select the file and click upload

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Choose SharePoint document library where form will be published and click Import Template.

Step 6. As result, PDF Share Forms IW designer will be opened

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Step 7. Add text field to the canvas

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Step 7.1 Add name, "Title" in this example

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Step 7.2 Place it over the area for title and resize to match the border layout

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Step 8. In order to connect field with SharePoint columns, click Map button on the top of the field. Choose an existing column or create a new (write the name)

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Click Assign.

Step 8.1 Blue icons shows that field is mapped

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Step 9. Publish the template. Click Publish button (marked with red) on the right bottom corner

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Step 9.1 Publish PDF form window appears

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Click Generate Link.

Step 9.2 New form can be accessed by generated link or by navigating to the target library and opening specific content type

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