INTRODUCTION:
In the world of digital document management, efficiency is key. One of the most time-consuming tasks when working with PDF forms is recreating fields across multiple documents. Fortunately, BoloSign offers a powerful solution: the ability to import fields from other PDF templates. This feature is a game-changer for businesses and individuals who frequently work with similar document structures. In this tutorial, we'll walk you through the step-by-step process of importing fields from existing PDF templates into new documents using BoloSign. By mastering this technique, you'll significantly reduce the time spent on form creation, ensure consistency across your documents, and streamline your workflow.
1. Click on "PDF Template"
2. Upload the document and fill in all the required details.
3. Click on "Confirm"
4. The document(PDF) has been uploaded, add all the required fields to this particular document.
5. Add all the required Fields.
6. Click on "Save"
7. Add all Recipients' names and email addresses.
8. Click on "Send"
9. Click on "Create New PDF Template"
10. Upload the new document and fill in all the required details.
11. Click on "Confirm"
12. The PDF has been successfully uploaded, along with various fields available for addition to the document.
13. Tap on the three dots located at the top right corner.
14. Click on "IMPORT FIELDS"
15. A dialog box appears, allowing you to search for the document from which you want to import the fields.
16. Click on Required Document. Example-(Employment Agreement.pdf)
17. Click on "Next"
18. Ensure synchronization by updating roles from the old document with newly added roles in the current one, ensuring imported fields align correctly.
19. Replace the roles accordingly.
20. Click on "Import Field(s)"
21. The fields have been imported into the document based on the assigned roles.
22. Imported fields.
23. Add relevant fields to this document along with the imported fields, and remove any fields from the imported ones that do not align with the required document.
24. Click on "Save"
25. Add all Recipients' names and email addresses.
26. Click on "Send"
27. Click on "Send Via Email"
FAQ
What is the benefit of importing fields from other PDF templates?
Importing fields from other PDF templates saves time, ensures consistency, and reduces errors by reusing pre-configured form fields across multiple documents.
How do I start the process of importing fields from another PDF template in BoloSign?
To import fields, open your target PDF in BoloSign, navigate to the form field management section, and select the option to import fields from an existing template.
Can I import fields from multiple PDF templates into a single document?
Yes, you can import fields from multiple templates into a single document. Simply repeat the import process for each template you wish to use.
What types of fields can be imported from other PDF templates?
You can import various types of fields, including text fields, checkboxes, radio buttons, dropdown menus, and signature fields.
CONCLUSION:
Importing fields from other PDF templates using BoloSign is a powerful technique that can revolutionize your document management process. By following the steps outlined in this tutorial, you've learned how to leverage existing templates to quickly populate new documents with pre-configured fields. This not only saves time but also ensures consistency across your forms, reducing errors and improving overall efficiency. As you continue to work with BoloSign, you'll discover even more ways to optimize your PDF workflows. Remember, the key to maximizing the benefits of this feature is to maintain a well-organized library of templates and to regularly update them as your needs evolve. With the ability to import fields from other PDF templates, you're now equipped to handle even the most complex document creation tasks with ease and precision.