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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Document Templates of type PDF (Advanced forms)

A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document.

Important:

You can create a PDF document template either:

  • uploading a fillable, editable PDF document into the form.
  • using a PDF from Managed Documents.

The following flow describes how you can use a PDF document template from configuring the template until filling, signing, reviewing, and generating a PDF document.