> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/create-a-visual-form.md).

# Create a Visual Form

Create a Visual Form when you want employees to complete a form on top of a PDF layout.

Start with a clean PDF that already looks the way you want the final document to look.

{% stepper %}
{% step %}

### Open Forms

Go to **Settings → Forms**.
{% endstep %}

{% step %}

### Create a new Visual Form

Add a new form and choose the visual layout option.
{% endstep %}

{% step %}

### Upload the PDF

Upload the PDF that will be used as the form background.
{% endstep %}

{% step %}

### Place the fields

Click on the PDF to place each field.

Move or resize the fields where needed.
{% endstep %}

{% step %}

### Configure each field

Set the field name.

Choose whether it is required and adjust the other options.
{% endstep %}

{% step %}

### Save and test

Save the form.

Then test it on a work order and on the device your team uses most.
{% endstep %}
{% endstepper %}

### Good preparation tips

* use a clean PDF template
* leave enough room for answers and signatures
* test readability on a mobile screen

### FAQ

<details>

<summary>Why should I test the PDF first?</summary>

Because layout and readability matter more in a Visual Form.

</details>

<details>

<summary>Can I update the form later?</summary>

Yes.

You can adjust the PDF template or field positions when needed.

</details>

<details>

<summary>Should I use Visual Forms for every process?</summary>

No.

Use them only when the fixed layout adds value.

</details>

### Related topics

* [What is Visual Forms?](/marketplace-packages-and-power-ups/power-ups/forms/what-is-visual-forms.md)
* [Choose between standard and Visual Forms](/marketplace-packages-and-power-ups/power-ups/forms/choose-between-standard-and-visual-forms.md)
* [Use Visual Forms in the mobile app](/marketplace-packages-and-power-ups/power-ups/forms/use-visual-forms-in-the-mobile-app.md)


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