Support » Plugin: PDF Forms Filler for WPForms » Definitely Gets the Job Done!

  • It’s not the simplest UI to figure out, but once you do, it gets the job done.

    Step 1: Create a document (Word, or otherwise) that you need to place form data into.
    Step 2: Use a PDF application to convert it to PDF and ideally automatically add PDF form fields to it; these are what the plugin will read for mapping purposes. (Recommend using FoxIt PDF Creator for this.)
    Step 3: Upload the freshly minted PDF to your library.
    Step 4: In your WPForms form “Settings” tab, select “Step 1: Create a document (Word, or otherwise) that you need to place form data into.
    Step 2: Use a PDF application to convert it to PDF and ideally automatically add PDF form fields to it; these are what the plugin will read for mapping purposes. (Recommend using FoxIt PDF Creator for this.) Pro-Tip: Make sure to change the font and font size of these auto-generated form fields so that they are more legible than if you leave the font size set to “auto”. I typically choose the font and font size that matches that used in creating the form for best results.
    Step 3: In your WPForms form “Settings” tab, select “PDF Forms” and click “Attach PDF file.” Upload your PDF.
    Step 4: Map existing WPForms form fields (left side) to “PDF field” (right side). If you’re doing multiple forms, I recommend selecting the PDF field (on the right) that has the bracketed [] numbers next to them. These numbers match the bracketed number above where you attached the PDF. This helps to keep straight which documents you’re mapping what fields to.
    Step 5: If you have any images or signatures to map, you’ll do this using the “Image Embedding Tool” section below the field mapping. Pick your field to map to which document, click “Embed Image,” and then draw where you want the image to be embedded (ie a signature line).

    You’re done except to test it’s all working. For $92 for the Pro version of PDF.Ninja to get rid of the watermark, it’s worth it. Or if you don’t mind the added watermark, use the free version!

    Emailed back and forth with Alex, the developer, several times. Excellent guy. Very helpful. Thank you so much for an awesome solution.

    Only feedback I have is I wish it handled certain WPForm fields better, like Address fields and Name fields that are segmented instead of all in one, and radio buttons. Also, handling dates is a bit clunky and could be made more user-friendly. I also wish there was the ability to embed uploaded PDFs into the PDF created, such as in the case of electronically “stapling” a voided check the user scanned in as a PDF to the form you’re having them fill out. (Just got an email from Alex: This is coming!)

    Disclaimer: Did not test paragraph text, dropdowns, number sliders, website/URL, password, rich text, ratings, Likert scale, Net Promoter Score, or any of the Payment-type fields. Your mileage may vary.

    • This topic was modified 3 months, 3 weeks ago by madmoneymike5.
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