Importing a PDF Form

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To import a PDF form:

1.Upload the PDF form you want to import as an inspection template to the Files.
2.From the Inspection Template Details page, click the Form Setup tab. The Files page opens.
3.Click the Select from Files button. The Choose File to Upload window opens.
3.Navigate to the location of the PDF file you want to import and click the Attach as Form button.   Note that Forms may be stored in the Application Files Folder for use on all projects or project specific folders for use on only specific projects.  After the import is complete, the PDF form will be displayed on the right panel and the field name and field type will be extracted from the meta data of the PDF Form and be displayed as a linear list on the left panel.

 


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