PDF forms
The following topics describe how to set up an Adobe PDF Form with links to PSIsafe Desktop folder indexes, so that when you create a new document with this template, the PDF form has a variety of document index fields pre-filled to ease the import process. To use this feature, you must pre-configure PDF Forms to have fillable fields, which are then linked to PSIsafe Desktop folder indexes.
PDF form creation and setup
To create and edit forms, the PSIsafe Desktop administrator must have the appropriate form-editing software. The following are some popular options that have been tested to work with PSIsafe Desktop:
Desktop applications: Tungsten Automation Power PDF Advanced (recommended), Adobe Acrobat Pro, Nitro PDF Editor Suite, Foxit Phantom PDF Editor.
Browser-based applications: PDFescape - Basic Form creation and editing, Adobe online editing tools - fill and sign only.
These instructions will be based on form editing through Adobe Acrobat Pro. To learn how to create a fillable PDF form using this software, including the template creation process, linking your PSIsafe Desktop folder indexes, and how this populates document index fields automatically: