> 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/what-is-visual-forms/use-the-visual-forms-configurator.md).

# Use the Visual Forms Configurator

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

{% stepper %}
{% step %}

### Open a Visual Form

Go to **Settings → Forms**.

Open the Visual Form you want to edit.
{% endstep %}

{% step %}

### Select a field type

Choose the field type you want to place.
{% endstep %}

{% step %}

### Place the field on the PDF

Click on the PDF to place the field.

Then move or resize it if needed.
{% endstep %}

{% step %}

### Configure the field

Open the field properties.

Set the name, behavior, and any extra 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 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

<details>

<summary>Can I resize a field after placing it?</summary>

Yes.

Select the field and adjust its size on the canvas.

</details>

<details>

<summary>Can I move a field later?</summary>

Yes.

You can reposition fields before you publish the final setup.

</details>

<details>

<summary>Should I test the form on mobile too?</summary>

Yes.

That helps you confirm spacing and readability.

</details>

### Related topics

* [**What is Visual Forms?**](/marketplace-packages-and-power-ups/power-ups/forms/what-is-visual-forms.md)
* [**Create a Visual Form**](/marketplace-packages-and-power-ups/power-ups/forms/create-a-visual-form.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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