White Label Interactive PDF App Forms

[j_a_c_i_]

Hi,



I am developing an interactive pdf application form for a mortgage company where by the form once completed can then be emailed to the mortgage company, the email containing a data file of the data entered into the app form which can then be re opened in the app form template the by the mortgage manager.



The app form needs to be able to be used having the mortgage managers branding when its generated by the mortgage managers via their website however when a broker is logged into the same website given the broker has their own logo and business details recorded in the broker sql table, the brokers logo and contact details are dynamically displayed in the header of each form page instead of the mortgage managers.



Is it possible to have the one form that dynamically displays branding content based on who is generating the pdf ???



Any advise and tips regarding the above would be greatly appreciated

[Former Community Member]

Where are you going to load the form form. Is there a website that the user will hit to get it or is it on their local machine?

[j_a_c_i_]

Hi,



Yes the forms would need to be generated from the website in which the user mortgage broker is logged into in order for the information regarding the broker to be dynamically built into the interfactive pdf form. Once the interactive pdf file is created i would expect it to be able to be saved onto the brokers local machine / laptop for them to be able to use and complete the form on th road when visiting clients not necessarily being logged onto the internet when visiting said clients. Then upon returning to their office the broker simply opens the saved completed pdf and then submits it which sends the data to the mortgage managers website for uploading of application.



regards claude

[Former Community Member]

Then you should be able to pull in the pieces that you need (assuming that some other app validates the user and indicates which kind of user they are). Conversely you could have two forms and have the app pick the right one. To be able to save locally on their machine you will have to Reader Extend the form to allow this (unless everyone uses Acrobat).