How to Create Template Forms

FillFaster lets you create online forms from PDF documents and collect data from your users and clients.

Make sure your PDF document has blank spaces for the data you want to collect. For example, if you want the recipient to fill out their name, email, and signature, your document should have enough space for them to write those down. 

Log in to your FillFaster account to access the form builder. 

Go to your dashboard here and click Create A New Form >  Create A Template Form.

The form builder may look different depending on the type of form you’re creating, but the step will still be the same.

• You can drag and drop the PDF file or click “Choose PDF File” to upload.
• The “Form Title” will automatically be populated with the same filename as your document. You have the option to edit this field. 

You can update the Form setting by:

• Adding a logo
• Updating the language
• Enabling preview mode before filling out and signing the form
• Allowing downloading/printing of the document

You can do this right away or later by clicking the “Edit Form” from the dashboard.

When done, click “Start Building” to open the drag-and-drop builder.

A data field in a form refers to a form element that allows collecting or inputting data from the user filling out the form. Some common examples of data fields are:

• Text fields: For entering any type of text, such as names, email addresses, and addresses.
• Number fields: For entering numerical values like phone numbers and ID numbers.
• Signature fields: For capturing digital signatures from the user
• Date fields: For selecting date values in a date picker or calendar interface.

Here are the different data fields you can use within FillFaster. 

To add a new field:

• Click “Add new data field.”
• Choose the type of data field you want to collect. In this example, it’s the email address.
• Add a field name. This label will be displayed to your users when they fill out the form. Make sure it is clear and informative.
• Drag the data field to the appropriate space on your document.
• Click “Required Field” for mandatory data fields.

After mapping out the fields, just click on “Create and Get Link.”

You can quickly share the form or copy and paste the link into any of your preferred channels. With template forms, you also have the option to edit the form. 

After the recipient fills out and submits the form, you will receive the signed PDF with all the required data via the email you registered with or the one you set in the form settings.

You can also choose from different options such as:

• Webhook: You can receive a webhook notification with all the data in JSON format.
• CRM: You can integrate your form with popular CRM platforms.
• API: You can use our API to send or receive data from any app or platform.

You can view all your submissions on your dashboard by clicking “View Submissions.”

You can also download the PDFs, see when they were opened, and view/add your notes.