Forms
      Back to home
      1. Knowledge Base
      2. Admin
      3. 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  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  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 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 for more information.)
      5. Check how the form component will look in the preview section of the form components window.
      6. Click  save to save this form component in the draft stage. (See Testing and Publishing Forms and Deleting and Archiving 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  preview.
        • To download the previewed form as a test to see how it will look as a PDF, click  Download PDF.
        • Then click  Edit to continue editing the form.
      8. Click  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.