PDF Generation

XFP provides functionality to create a PDF file with the submitted form data, to create a PDF copy of a submission.

This process is takes a PDF document as a base, from which copies containing the customer's submission data are created.

Creating a suitable PDF

In order to generate a PDF version of submissions, XFP requires a PDF file which contains a number of fill-able form fields.

PDFs like this can be created using a tool such as Adobe® Acrobat® Professional. The full process for doing this lies outside the scope of this document, but in principle consists of taking an existing document, converting it to a basic PDF format (if it is not already), and adding PDF Form fields in the relevant locations where you expect to output the data within the outlying document.

Depending on your version of Acrobat® you can have some quick success setting up your PDF form by clicking either Convert An Existing Document, or Scan A Paper Form in the Getting Started window, or by opening an existing PDF and choosing Forms > Run Form Field Recognition or Create.

Acrobat® PDF Form preparation

In Acrobat® you add a form field by choosing one of the form tools, dragging it onto the relevant page of the PDF, before setting the size and location of the field, and giving it an appropriate name. Please name the fields in a logical manner (ideally similar names as those given to your Jadu XForms Questions) as this will assist in the mapping stages described later. For each field type, you can set a variety of options through the form field Properties dialog box such as appearance, font and so on.

After you create form fields, you may need to rearrange, resize, or move them to give the page a cleaner and more professional appearance. To make adjustments in the layout of form fields, you must be in editing mode (choose Forms > Edit Form In Acrobat or choose Tools > Advanced Editing > Select Object Tool).

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