How do I create a Background Form?

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

To create a background form, Go to the File icon on the left and click on E-forms. Click on the '+New Form' icon to create a new form and choose Background Form.

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  • Enter the values for the form name and upload your pdf.
  • Click "Save and proceed" and the form will be created in the system and you will then be able to add and arrange fields to your liking.
  • Click here to learn about different field types and how to use them in the forms.
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  • After you have added and arranged your fields, click on the "Next" button at the top right of your screen and you will be able to configure your signing order.
  • To learn more about configuring signing order, please check out this article.