PDF forms

This topic describes 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 will have a variety of 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. From this topic, you will understand how to create a fillable PDF Form, where in the template creation process it is added, and how to link your PSIsafe Desktop folder indexes to the field to automatically populate the index data.