Flare allows you to make your forms editable to allow your employees to fill in text fields, tick checkboxes or radio buttons to provide further detail during Onboarding or Info Request processes.
You can set certain fields to be mandatory and prevent your employees from continuing to the next steps if not all required fields have been completed.
Form field mapping then allows you to have certain information prefilled (e.g. employee name, company name or address). Find more information on this here - How to populate details in forms
| Mandatory fields: The ability to make form fields mandatory in Flare has been enabled. Simply mark the text field, checkbox or radio button as 'Required' in your PDF editor (see steps below) and contact Flare Support to enable this for your account. |
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1. Choose the PDF document you wish to make fillable on your computer.
2. Open this PDF into a PDF editor such as NitroPro or Adobe Acrobat Pro DC to manipulate PDF documents (other software is available and may operate differently)
Steps for Nitro Pro
1. Go to the menu bar and select Forms>Text Field
2. Add text fields, checkboxes, dropdowns etc. to the area on the PDF document that you wish for the employee to complete within Flare.
3. Ensure the actual field has a unique name/description, as this wording will display in the mandatory field warning to employees.
4. Right click on a field and select 'Properties' to change the layout or make a field mandatory
Note: Tick 'Required' to force employees to populate or select this field before finalising the form within Flare.
Steps for Adobe Acrobat Pro
1. Enter the 'Prepare Form' mode
2. Add text fields, checkboxes, drop-downs etc. to the area on the PDF document that you wish for the employee to complete within Flare.
3. Ensure the actual field has a unique name/description, as this wording will display in the mandatory field warning to employees.
Note: Tick 'Required' to force employees to populate or select this field before finalising the form within Flare.
4. Once you have finished customising the PDF document in the PDF editor, open the document. Make sure that you are able to manipulate the text fields. If unable to do so, repeat steps 2-6 until desired functionality is reached.
If you wish for the employee to also sign the form visit the how to map a signature to a form or document article
To add the actual form into Flare, please visit the How to add forms into Flare article.
In order to pre-fill certain information, visit the How to populate employee details in forms article.