Use the Visual Forms Configurator

Upload a PDF, place fields on the document, and configure how the form behaves.

The Visual Forms Configurator is where you build a PDF-based form.

You see the PDF on screen and place fields exactly where they belong.

What you do in the configurator

Use the configurator to:

• upload or replace a PDF template
• place and size fields on the PDF
• configure field behavior and autofill
• test the layout before rollout

Main areas of the configurator

Form settings

Use this area to manage the form itself.

You select field types and switch between editing modes here.

PDF canvas

The canvas shows the PDF template.

You place and move fields directly on the document.

Field properties

Use this area to configure the selected field.

This includes required behavior, autofill, and other field settings.

Open and use the configurator

1

Open a Visual Form

Go to Settings → Forms.

Open the Visual Form you want to edit.

2

Select a field type

Choose the field type you want to place.

3

Place the field on the PDF

Click on the PDF to place the field.

Then move or resize it if needed.

4

Configure the field

Open the field properties.

Set the name, behavior, and any extra options.

5

Save and test

Save the form.

Then test it on a work order and on the device your team uses most.

Good setup tips

• start with a clean PDF template
• leave enough space for signatures and long values
• test field alignment on mobile before rollout

Frequently asked questions

Can I resize a field after placing it?

Yes.

Select the field and adjust its size on the canvas.

Can I move a field later?

Yes.

You can reposition fields before you publish the final setup.

Should I test the form on mobile too?

Yes.

That helps you confirm spacing and readability.

Related topics

• What is Visual Forms?
• Create a Visual Form
• Use Visual Forms in the mobile app