Embed fillable pdf in forms

asked on April 23, 2019

Hi All,

Just looking to see if anyone has accomplished something similar or can recommend the best practice for the below scenario;

Client using public forms has an employment/onboarding form that can be filled out by the public. Once filled out, I'm thinking of emailing the applicant an Access code which is a random generated string from SQL. They use this access code on the onboarding form in order to retrieve their previously submitted data from SQL to pre populate some of the fields.

As part of the onboarding form, the applicant is required to fill out a Tax File Number declaration, a Super contribution form and a form for bank details.

Currently these 3 forms are fillable PDFs and I am wondering if it's possible to include these embedded into the form as a blank form that gets attached to the repository once submitted. Is this possible?

Thanks all,

Aaron.

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replied on April 24, 2019

Would it work to just have Laserfiche Forms collect the data and then use Workflow to fill in the fillable PDFs on the backend?

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replied on April 25, 2019

That would work, however, I'm hoping to display the information along with the form.

The Tax File declaration form is 6 pages long, which has information on it explaining what fields to fill out and rules surrounding it. Likewise with the super form (7 pages long)

I could basically copy + paste the information straight out of the PDF's onto the Laserfiche Form, but i'd like to keep the form from being too large.

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replied on April 29, 2019

If you place the PDF you want to embed in the \Laserfiche\Laserfiche Forms\Forms\ directory or a subdirectory you create in your Laserfiche Forms install location on the server. Then in your form add a custom HTML field and add the following html:

<div>
  <embed class="pdf_class_name" src="https://YourServerUrl/SubDirectory/filename.pdf" type="application/pdf">
</div>

You'll be able to control the size & position using the "pdf_class_name" you choose, and show the PDF in your form. However making it a fill in and pulling the data directly from the form would be another undertaking.

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