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Have you started using the 'embedded' PDF in your request/project forms? How's it going?


Level 9

I'm trying to understand the benefit. Is it for display purposes only? I embedded a fillable PDF in a request form, converted it to a project and the filled in fields did not carry over. I could be doing something wrong however.


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1 Reply


Level 5

We embedded a regular PDF that has detailed instructions on how to fill in our intake form. I sized it medium and added logic to it, so they can show or hide it. It seems to work well. The fillable PDF would probably need to be flattened before putting it into the custom form.