You don't need to be an expert in mobile forms. Upload a PDF, drag and drop fields onto your PDF, test, and deploy–all in one place.

Build from Scratch

Building a form from scratch has never been easier in GoCanvas. Simply upload your existing PDF, drag-and-drop fields, format, and publish!

1. Navigate to the Forms page.
2. In the upper right corner of the page, expand the Create New dropdown and select Basic Form.

3. Under Build from Scratch, click Upload PDF. Select your PDF from the File Manager and it will appear in the Builder.

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4. Now you can start building your mobile optimized form while simultaneously designing your PDF. Keep in mind the steps you need to take to get your form ready for publishing, examples include:

   • In the upper right corner on the top toolbar, name your form.

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   • On the left side of the workspace, drag fields from the Add menu to the center workspace and on the right side of the workspace, Label them in the Field settings.

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   • In the tool ribbon below a selected field, use the copy button to quickly add fields to your form.

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   • Under the Design section of the Field settings, use the Position and Dimension settings to adjust the shape and location of a field. Alternatively, in the center workspace, click and drag a field to the right location and resize with the square control points.

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   • From the menus on the right side of the workspace, adjust Field, Typography, or Page settings and add Reference Data, Calculations, and Choices to applicable fields.

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5. Before the form is complete, be sure to Save and toggle to the Test in browser functionality at the top of the Builder to experience the mobile form and final PDF output.

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6. Testing will reveal any fields that may be out of order or improperly labelled. Toggle back to the PDF and in the left side of the workspace, use the Mobile Outline to reorder and relabel fields.

   

7. Save, Publish, and Assign the form to your users.

To learn more about the menus in the Basic Form Builder, see, “A Tour of the Basic Form Builder.”

To learn more about having GoCanvas build most of your form, see, “Build a Basic Form with Auto-Build.”