Fill Out and Submit PDF Forms

PDF forms will have fillable fields where you can enter information and add to the PDF.

The following corresponds to the numbers in the previous image.

1. Form Details

   • Form date: Select a date.

   • Location: Select a location from the drop-down menu. Configure Locations in your project settings. Learn more about project locations.

   • ID: A number automatically assigned to this form sequentially based on the number of forms created in this project.

   • Due date: Select a due date.

   • Description: Enter a description to provide context for this form for your team.

   • Assigned to: (Only available on Sequential PDF forms) Assign the form to a specific member. The assigned member will receive a notification.

     Note: Assigning to companies or roles is not available for PDF forms. PDF forms only allow for one member to edit at a time. So if multiple people need to contribute, a PDF form needs to be assigned to each person one at a time.

   • The information next to the eye icon provides you with the form's editability and visibility. Click the blue text to see a list of the viewers, editors, reviewers, and managers on the form. Learn more about these different form permissions in Form Statuses and Permissions.

2. References: Use the Add references drop-down menu to attach assets, photos, issues, files, or other forms to the form. These will be included with the form once it's submitted.

3. PDF tools

   • Zoom in and out
   • Add text: Adjust the text color, fill, opacity, font, size, and alignment in the toolbar that appears and click a point on the PDF to add text.
   • Add image: Select an image from your computer to add to the PDF.
   • Annotate: Select color, fill, opacity, thickness, and other formatting options in the toolbar that appears and draw annotations on the PDF.
   • Download PDF
   • Replace PDF: Upload a form to replace this form. You may do this if you have a filled-out, scanned copy of the PDF form all ready to upload and submit.

4. Fill out fields accordingly.

5. Save a form.

6. To delete an In Progress form, click Discard.

7. Submit a form. If there are reviewers, this will move the form to the In Review status. If there are no reviewers, the form will move to the Closed status.