How do I create a Background Form?

This articles explains step by step process of creating a background form.

  • Access Form Builder:
      • Similarly, go to the Files icon on the left and click on Forms.
  • Initiate New Form:
      • Click on the '+New Form' icon.
      • Choose Background Form and enter the form name.
      • Upload background PDF.
      • Click "Save and Proceed".
  • Form Details:
      • Drag and drop the fields you wish to add to the form. 
      • Explore different formatting options as needed.
      • Click "Next" 
  • Configure Signing Order:
      • After arranging fields, configure the signing order if required.
      • Click ‘’Save’’ to add the form to the system.

        Please check the video below to follow the above steps:
  • Click here to learn about different field types and how to use them in the forms.
  • To learn more about configuring signing order, please check out this article.