--- title: Create a New Form from a PDF description: How to use the form builder in cb Admin to create forms using pre-written PDF documents. --- [Skip to content](https://gohub.casebook.net/knowledge/create-a-new-form-from-pdf#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://gohub.casebook.net/knowledge) 2. [Admin](https://gohub.casebook.net/knowledge/admin) 3. [Forms](https://gohub.casebook.net/knowledge/admin#forms) # Create a New Form from a PDF ## How to use the form builder in cb Admin to create forms using pre-written PDF documents.   💡**Tip**: When uploading PDF documents, please ensure they are correctly formatted. Please keep in mind that simply having a ".pdf" file extension isn't always enough. To guarantee the proper format, save the PDF using **Adobe Acrobat** before uploading. Flattened or Adobe Acrobat-saved PDFs are recommended for accurate and reliable results. **💡Tip:** Before importing a PDF form into Casebook, ensure all fields you want to track are labeled in the PDF. For example, label fields as "First Name" or "Email" so Casebook can recognize and track them accurately. Field labels cannot be added or edited after the form is imported. **🚧 PDF Upload Size Recommendation**: To prevent technical issues we recommend limiting PDF uploads to **10 pages or less**. Documents exceeding this size may cause performance problems. ### How to create a new form using a PDF: 1. In cb Admin, select **Forms** from the left-hand navigation menu. 2. Select the ![](https://i1.wp.com/docs.casebook.net/wp-content/uploads/sites/2/2019/10/plus-1.png?resize=31%2C32) the **plus icon**. 3. Click “Create new form from PDF.” 4. Select a PDF file from your computer’s drive. - If, at any point after doing step 4, you change your mind and decide to use a different PDF as a backdrop, click ![](https://i2.wp.com/docs.casebook.net/wp-content/uploads/sites/2/2019/10/Screen-Shot-2020-02-24-at-3.59.33-PM-1.png?resize=30%2C41) **Update PDF**. Then select a new PDF file from your computer’s drive. **Note**: When filling out forms on mobile, there are slight differences than if you fill out forms on the web. 1. Under “Settings,” type in all the required information and any additional information you have into the text boxes. **Note**: Required information is highlighted in green and has an asterisk. Optional information is not highlighted and has no asterisk. - **Title:** This is the name of the form. - **Description**: These are details about what the form is used for. - **Comments for this version:** This can be any additional information you want to write down related to this version of the form. 2. **Note**: Required information is highlighted in green and has an asterisk. Optional information is not highlighted and has no asterisk. 3. The uploaded PDF now appears in the background. Under “Form builder,” click, drag, and drop a component from the sidebar onto the PDF backdrop. (See [Form Components](https://gohub.casebook.net/knowledge/form-components) for more information. 4. When the component’s window appears (see the image below), fill in all the information for the form component. (See [Form Component Customizations](https://gohub.casebook.net/knowledge/form-component-customizations) for more information.) 5. Check how the form component will look in the preview section of the form components window.![](https://i0.wp.com/docs.casebook.net/wp-content/uploads/sites/2/2019/10/Screen-Shot-2019-11-20-at-3.31.57-PM.png?resize=697%2C318) 6. Click ![](https://i0.wp.com/docs.casebook.net/wp-content/uploads/sites/2/2019/10/save.png?resize=30%2C30) **save** to save this form component in the draft stage. (See [Testing and Publishing Forms](https://gohub.casebook.net/knowledge/testing-and-publishing-forms) and [Deleting and Archiving Forms](https://gohub.casebook.net/knowledge/delete-and-archive-forms) for more information about form stages.) **Note:** When working with forms that have PDF backgrounds, users can save in progress and return to complete their work 7. To preview how the form will look, click ![](https://i1.wp.com/docs.casebook.net/wp-content/uploads/sites/2/2019/10/preview-2.png?resize=41%2C30) **preview**. - To download the previewed form as a test to see how it will look as a PDF, click ![](https://i1.wp.com/docs.casebook.net/wp-content/uploads/sites/2/2019/11/Screen-Shot-2019-10-30-at-10.34.14-AM.png?resize=36%2C26) **Download PDF**. - Then click ![](https://i0.wp.com/docs.casebook.net/wp-content/uploads/sites/2/2019/11/editt.png?resize=30%2C31) **Edit** to continue editing the form. 8. Click ![](https://i0.wp.com/docs.casebook.net/wp-content/uploads/sites/2/2019/10/submit-2.png?resize=31%2C31) **Move to in review** to save this form into the in review stage.     Warning:  PDF's are not compatible on Apple mobile iOS devices, such as iPads.   To watch these steps in action, see the video below:    **Note:** Any data entered while previewing a form will not persist. You must be on a Case Record, Intake Report, Provider Record, or Person Profile to complete a form.    - [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content) - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview) - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users) - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook) - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes) - [Admin](https://gohub.casebook.net/knowledge/admin#main-content) - [Casebook Security](https://gohub.casebook.net/knowledge/admin#casebook-security) - [Roles and Permissions](https://gohub.casebook.net/knowledge/admin#roles-and-permissions) - [User Management](https://gohub.casebook.net/knowledge/admin#user-management) - [Notifications](https://gohub.casebook.net/knowledge/admin#notifications) - [Data](https://gohub.casebook.net/knowledge/admin#data) - [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration) - [Dynamic Fields](https://gohub.casebook.net/knowledge/admin#dynamic-fields) - [Forms](https://gohub.casebook.net/knowledge/admin#forms) - [Implementation & Adoption](https://gohub.casebook.net/knowledge/admin#implementation-adoption) - [People](https://gohub.casebook.net/knowledge/people) - [Intake](https://gohub.casebook.net/knowledge/intake) - [Engage](https://gohub.casebook.net/knowledge/engage#main-content) - [Text Messages](https://gohub.casebook.net/knowledge/engage#text-messages) - [Configuration](https://gohub.casebook.net/knowledge/engage#configuration) - [Notes](https://gohub.casebook.net/knowledge/engage#notes) - [Track](https://gohub.casebook.net/knowledge/track) - [Access](https://gohub.casebook.net/knowledge/access) - [Workflow & Tasks](https://gohub.casebook.net/knowledge/workflow-tasks) - [Reporting](https://gohub.casebook.net/knowledge/reporting#main-content) - [Overview](https://gohub.casebook.net/knowledge/reporting#overview) - [Datasets](https://gohub.casebook.net/knowledge/reporting#datasets) - [Dashboards](https://gohub.casebook.net/knowledge/reporting#dashboards) - [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports) - [Custom Reports](https://gohub.casebook.net/knowledge/reporting#custom-reports) - [Data Visualizations](https://gohub.casebook.net/knowledge/reporting#data-visualizations) - [Filters](https://gohub.casebook.net/knowledge/reporting#filters) - [Calculated Fields](https://gohub.casebook.net/knowledge/reporting#calculated-fields) - [Other](https://gohub.casebook.net/knowledge/reporting#other) - [Audit Logs](https://gohub.casebook.net/knowledge/audit-logs) - [Integrations](https://gohub.casebook.net/knowledge/integrations#main-content) - [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier) - [Custom incoming integrations with Casebook API](https://gohub.casebook.net/knowledge/integrations#custom-incoming-integrations-with-casebook-api) - [Custom outgoing integrations with Webhooks](https://gohub.casebook.net/knowledge/integrations#custom-outgoing-integrations-with-webhooks) - [Program Area Specific](https://gohub.casebook.net/knowledge/program-area-specific#main-content) - [VOCA Reporting](https://gohub.casebook.net/knowledge/program-area-specific#voca-reporting) - [Customer Support](https://gohub.casebook.net/knowledge/customer-support#main-content) - [Getting Unstuck](https://gohub.casebook.net/knowledge/customer-support#getting-unstuck) - [Account Management](https://gohub.casebook.net/knowledge/customer-support#account-management) - [Product Release Notes](https://gohub.casebook.net/knowledge/product-release-notes#main-content) - [2026](https://gohub.casebook.net/knowledge/product-release-notes#2026) - [2025](https://gohub.casebook.net/knowledge/product-release-notes#2025) - [2024](https://gohub.casebook.net/knowledge/product-release-notes#2024) - [2023](https://gohub.casebook.net/knowledge/product-release-notes#2023) - [2022](https://gohub.casebook.net/knowledge/product-release-notes#2022) - [2021](https://gohub.casebook.net/knowledge/product-release-notes#2021) - [2020](https://gohub.casebook.net/knowledge/product-release-notes#2020) - [Frequently Asked Questions](https://gohub.casebook.net/knowledge/frequently-asked-questions#main-content) - [Global](https://gohub.casebook.net/knowledge/frequently-asked-questions#global) - [Casebook Calendar](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-calendar) - [Casebook Services](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-services) - [Casebook Forms](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-forms) - [Casebook Notes](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-notes) - [cb Admin](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-admin) - [cb Track](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-track) - [cb Reporting](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-reporting) - [cb Access](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-access) - [Program Specific](https://gohub.casebook.net/knowledge/frequently-asked-questions#program-specific) [![logo-raspberry-1-1](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry-1-1.png?width=32&height=30&name=logo-raspberry-1-1.png "logo-raspberry-1-1")](https://www.casebook.net/) © 2025 Casebook. All rights reserved. Casebook Knowledge Base [Video Library](https://gohub.casebook.net/video-library) [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://6899772.fs1.hubspotusercontent-na1.net/hubfs/6899772/Knowledge%20Base%20Videos%20from%20Vidyard/Create%20a%20Form%20from%20PDF%20112021.mp4", "dateModified" : "2024-09-11T19:22:35.391Z", "duration" : "PT1M27S", "height" : 1080, "name" : "Create a Form from PDF 112021", "thumbnailUrl" : "https://gohub.casebook.net/hubfs/Knowledge%20Base%20Videos%20from%20Vidyard/Create%20a%20Form%20from%20PDF%20112021.mp4/medium.jpg", "uploadDate" : "2024-09-11T19:22:35.386Z", "width" : 1920 } ```