Blog

How to Create a Fillable PDF in 3 Easy Steps

Blog

How to Create a Fillable PDF in 3 Easy Steps

Blog

How to Create a Fillable PDF in 3 Easy Steps

Blog

How to Create a Fillable PDF in 3 Easy Steps

Blog

How to Create a Fillable PDF in 3 Easy Steps

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Blog

How to Create a Fillable PDF in 3 Easy Steps

Lacey Jackson
/
May 22, 2019
Blog

How to Create a Fillable PDF in 3 Easy Steps

MIN
/
May 22, 2019
About the Episode
Episode Highlights
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Episode Transcript

Creating templates is an important way to make the most of your WebMerge experience. We've pre-built a lot of options for you that can be easily tweaked to fit your needs. But you probably already have a lot of pre-made documents. Having the ability to automatically populate the documents you use every day is a game-changer.

In order to use WebMerge to automatically populate your documents, you'll need to create fillable PDF documents. So we're going to show you how to make your Word documents and standard PDFs fillable. To get started, you'll need a PDF editing software program like Nitro Pro or Adobe. For this example, we'll be using Adobe Acrobat Pro.

Blank W9 Government Form


Step 1: Prepare your form.

On the right-hand side of your screen, you'll see the option to Prepare Form. (If this option is not there, click Tools on the top navigation. You'll find the Prepare Form tool under Forms & Signatures.)

On our form, Adobe recognizes the fields and automatically inserts text fields for us. However, the field names are random and inaccurate.

Fillable PDF W9 Form



To make the WebMerge integration process as smooth as possible, we'll want to take some time to better define our document fields. You can edit the name of your fields by double-clicking inside each text box. Here are a few tips for field naming conventions:

  • Make sure to use unique names for each field.
  • Use field names that are easy to understand.
  • Don't use numbers on their own (e.g., '123') or include spaces, punctuation, special characters, or hyphens.

NOTE: Using underscores so the field names are easy to read is fine.

Adobe PDF Prepare Form


Step 2: Update missing fields.

Adobe may not have automatically recognized all of the fields in your document. If that's the case, you can manually add text fields by selecting the Add a Text Field button on the top navigation bar.

Adding a text box to adobe PDF


Step 3: Add special fields.

In our document, Adobe didn't automatically recognize checkboxes. We'll need to add them manually.

Adding checkboxes to your fillable PDF is a little trickier than just updating the field name. Each check box in your PDF has an Export Value. This is sort of like this box is checked when X is true. When the value that you are passing to the PDF matches your Export Value, the check box will be checked.

In our W-9 document, we want to collect information about a person or organization's federal tax clarification. Once we've used the check box tool to update our field name, we're ready to update the ExportValue. Under Options, we've updated the Export Value to match the text in our form.

Adobe Pro Check Box Properties



NOTE: Export Values for a checkboxes are limited to 125 characters.

You're done! Once you've created your fillable PDF, simply upload it to your WebMerge account, and we'll take it from there.

WebMerge makes automating your document creation a breeze. See for yourself by starting a free trial today!

Blog

How to Create a Fillable PDF in 3 Easy Steps

Blog

How to Create a Fillable PDF in 3 Easy Steps

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Creating templates is an important way to make the most of your WebMerge experience. We've pre-built a lot of options for you that can be easily tweaked to fit your needs. But you probably already have a lot of pre-made documents. Having the ability to automatically populate the documents you use every day is a game-changer.

In order to use WebMerge to automatically populate your documents, you'll need to create fillable PDF documents. So we're going to show you how to make your Word documents and standard PDFs fillable. To get started, you'll need a PDF editing software program like Nitro Pro or Adobe. For this example, we'll be using Adobe Acrobat Pro.

Blank W9 Government Form


Step 1: Prepare your form.

On the right-hand side of your screen, you'll see the option to Prepare Form. (If this option is not there, click Tools on the top navigation. You'll find the Prepare Form tool under Forms & Signatures.)

On our form, Adobe recognizes the fields and automatically inserts text fields for us. However, the field names are random and inaccurate.

Fillable PDF W9 Form



To make the WebMerge integration process as smooth as possible, we'll want to take some time to better define our document fields. You can edit the name of your fields by double-clicking inside each text box. Here are a few tips for field naming conventions:

  • Make sure to use unique names for each field.
  • Use field names that are easy to understand.
  • Don't use numbers on their own (e.g., '123') or include spaces, punctuation, special characters, or hyphens.

NOTE: Using underscores so the field names are easy to read is fine.

Adobe PDF Prepare Form


Step 2: Update missing fields.

Adobe may not have automatically recognized all of the fields in your document. If that's the case, you can manually add text fields by selecting the Add a Text Field button on the top navigation bar.

Adding a text box to adobe PDF


Step 3: Add special fields.

In our document, Adobe didn't automatically recognize checkboxes. We'll need to add them manually.

Adding checkboxes to your fillable PDF is a little trickier than just updating the field name. Each check box in your PDF has an Export Value. This is sort of like this box is checked when X is true. When the value that you are passing to the PDF matches your Export Value, the check box will be checked.

In our W-9 document, we want to collect information about a person or organization's federal tax clarification. Once we've used the check box tool to update our field name, we're ready to update the ExportValue. Under Options, we've updated the Export Value to match the text in our form.

Adobe Pro Check Box Properties



NOTE: Export Values for a checkboxes are limited to 125 characters.

You're done! Once you've created your fillable PDF, simply upload it to your WebMerge account, and we'll take it from there.

WebMerge makes automating your document creation a breeze. See for yourself by starting a free trial today!

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How to Create a Fillable PDF in 3 Easy Steps

Having the ability to automatically populate the documents you use every day is a game changer. Here's how to use Formstack Documents to create fillable PDFs.
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Creating templates is an important way to make the most of your WebMerge experience. We've pre-built a lot of options for you that can be easily tweaked to fit your needs. But you probably already have a lot of pre-made documents. Having the ability to automatically populate the documents you use every day is a game-changer.

In order to use WebMerge to automatically populate your documents, you'll need to create fillable PDF documents. So we're going to show you how to make your Word documents and standard PDFs fillable. To get started, you'll need a PDF editing software program like Nitro Pro or Adobe. For this example, we'll be using Adobe Acrobat Pro.

Blank W9 Government Form


Step 1: Prepare your form.

On the right-hand side of your screen, you'll see the option to Prepare Form. (If this option is not there, click Tools on the top navigation. You'll find the Prepare Form tool under Forms & Signatures.)

On our form, Adobe recognizes the fields and automatically inserts text fields for us. However, the field names are random and inaccurate.

Fillable PDF W9 Form



To make the WebMerge integration process as smooth as possible, we'll want to take some time to better define our document fields. You can edit the name of your fields by double-clicking inside each text box. Here are a few tips for field naming conventions:

  • Make sure to use unique names for each field.
  • Use field names that are easy to understand.
  • Don't use numbers on their own (e.g., '123') or include spaces, punctuation, special characters, or hyphens.

NOTE: Using underscores so the field names are easy to read is fine.

Adobe PDF Prepare Form


Step 2: Update missing fields.

Adobe may not have automatically recognized all of the fields in your document. If that's the case, you can manually add text fields by selecting the Add a Text Field button on the top navigation bar.

Adding a text box to adobe PDF


Step 3: Add special fields.

In our document, Adobe didn't automatically recognize checkboxes. We'll need to add them manually.

Adding checkboxes to your fillable PDF is a little trickier than just updating the field name. Each check box in your PDF has an Export Value. This is sort of like this box is checked when X is true. When the value that you are passing to the PDF matches your Export Value, the check box will be checked.

In our W-9 document, we want to collect information about a person or organization's federal tax clarification. Once we've used the check box tool to update our field name, we're ready to update the ExportValue. Under Options, we've updated the Export Value to match the text in our form.

Adobe Pro Check Box Properties



NOTE: Export Values for a checkboxes are limited to 125 characters.

You're done! Once you've created your fillable PDF, simply upload it to your WebMerge account, and we'll take it from there.

WebMerge makes automating your document creation a breeze. See for yourself by starting a free trial today!

Creating templates is an important way to make the most of your WebMerge experience. We've pre-built a lot of options for you that can be easily tweaked to fit your needs. But you probably already have a lot of pre-made documents. Having the ability to automatically populate the documents you use every day is a game-changer.

In order to use WebMerge to automatically populate your documents, you'll need to create fillable PDF documents. So we're going to show you how to make your Word documents and standard PDFs fillable. To get started, you'll need a PDF editing software program like Nitro Pro or Adobe. For this example, we'll be using Adobe Acrobat Pro.

Blank W9 Government Form


Step 1: Prepare your form.

On the right-hand side of your screen, you'll see the option to Prepare Form. (If this option is not there, click Tools on the top navigation. You'll find the Prepare Form tool under Forms & Signatures.)

On our form, Adobe recognizes the fields and automatically inserts text fields for us. However, the field names are random and inaccurate.

Fillable PDF W9 Form



To make the WebMerge integration process as smooth as possible, we'll want to take some time to better define our document fields. You can edit the name of your fields by double-clicking inside each text box. Here are a few tips for field naming conventions:

  • Make sure to use unique names for each field.
  • Use field names that are easy to understand.
  • Don't use numbers on their own (e.g., '123') or include spaces, punctuation, special characters, or hyphens.

NOTE: Using underscores so the field names are easy to read is fine.

Adobe PDF Prepare Form


Step 2: Update missing fields.

Adobe may not have automatically recognized all of the fields in your document. If that's the case, you can manually add text fields by selecting the Add a Text Field button on the top navigation bar.

Adding a text box to adobe PDF


Step 3: Add special fields.

In our document, Adobe didn't automatically recognize checkboxes. We'll need to add them manually.

Adding checkboxes to your fillable PDF is a little trickier than just updating the field name. Each check box in your PDF has an Export Value. This is sort of like this box is checked when X is true. When the value that you are passing to the PDF matches your Export Value, the check box will be checked.

In our W-9 document, we want to collect information about a person or organization's federal tax clarification. Once we've used the check box tool to update our field name, we're ready to update the ExportValue. Under Options, we've updated the Export Value to match the text in our form.

Adobe Pro Check Box Properties



NOTE: Export Values for a checkboxes are limited to 125 characters.

You're done! Once you've created your fillable PDF, simply upload it to your WebMerge account, and we'll take it from there.

WebMerge makes automating your document creation a breeze. See for yourself by starting a free trial today!

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Creating templates is an important way to make the most of your WebMerge experience. We've pre-built a lot of options for you that can be easily tweaked to fit your needs. But you probably already have a lot of pre-made documents. Having the ability to automatically populate the documents you use every day is a game-changer.

In order to use WebMerge to automatically populate your documents, you'll need to create fillable PDF documents. So we're going to show you how to make your Word documents and standard PDFs fillable. To get started, you'll need a PDF editing software program like Nitro Pro or Adobe. For this example, we'll be using Adobe Acrobat Pro.

Blank W9 Government Form


Step 1: Prepare your form.

On the right-hand side of your screen, you'll see the option to Prepare Form. (If this option is not there, click Tools on the top navigation. You'll find the Prepare Form tool under Forms & Signatures.)

On our form, Adobe recognizes the fields and automatically inserts text fields for us. However, the field names are random and inaccurate.

Fillable PDF W9 Form



To make the WebMerge integration process as smooth as possible, we'll want to take some time to better define our document fields. You can edit the name of your fields by double-clicking inside each text box. Here are a few tips for field naming conventions:

  • Make sure to use unique names for each field.
  • Use field names that are easy to understand.
  • Don't use numbers on their own (e.g., '123') or include spaces, punctuation, special characters, or hyphens.

NOTE: Using underscores so the field names are easy to read is fine.

Adobe PDF Prepare Form


Step 2: Update missing fields.

Adobe may not have automatically recognized all of the fields in your document. If that's the case, you can manually add text fields by selecting the Add a Text Field button on the top navigation bar.

Adding a text box to adobe PDF


Step 3: Add special fields.

In our document, Adobe didn't automatically recognize checkboxes. We'll need to add them manually.

Adding checkboxes to your fillable PDF is a little trickier than just updating the field name. Each check box in your PDF has an Export Value. This is sort of like this box is checked when X is true. When the value that you are passing to the PDF matches your Export Value, the check box will be checked.

In our W-9 document, we want to collect information about a person or organization's federal tax clarification. Once we've used the check box tool to update our field name, we're ready to update the ExportValue. Under Options, we've updated the Export Value to match the text in our form.

Adobe Pro Check Box Properties



NOTE: Export Values for a checkboxes are limited to 125 characters.

You're done! Once you've created your fillable PDF, simply upload it to your WebMerge account, and we'll take it from there.

WebMerge makes automating your document creation a breeze. See for yourself by starting a free trial today!

Creating templates is an important way to make the most of your WebMerge experience. We've pre-built a lot of options for you that can be easily tweaked to fit your needs. But you probably already have a lot of pre-made documents. Having the ability to automatically populate the documents you use every day is a game-changer.

In order to use WebMerge to automatically populate your documents, you'll need to create fillable PDF documents. So we're going to show you how to make your Word documents and standard PDFs fillable. To get started, you'll need a PDF editing software program like Nitro Pro or Adobe. For this example, we'll be using Adobe Acrobat Pro.

Blank W9 Government Form


Step 1: Prepare your form.

On the right-hand side of your screen, you'll see the option to Prepare Form. (If this option is not there, click Tools on the top navigation. You'll find the Prepare Form tool under Forms & Signatures.)

On our form, Adobe recognizes the fields and automatically inserts text fields for us. However, the field names are random and inaccurate.

Fillable PDF W9 Form



To make the WebMerge integration process as smooth as possible, we'll want to take some time to better define our document fields. You can edit the name of your fields by double-clicking inside each text box. Here are a few tips for field naming conventions:

  • Make sure to use unique names for each field.
  • Use field names that are easy to understand.
  • Don't use numbers on their own (e.g., '123') or include spaces, punctuation, special characters, or hyphens.

NOTE: Using underscores so the field names are easy to read is fine.

Adobe PDF Prepare Form


Step 2: Update missing fields.

Adobe may not have automatically recognized all of the fields in your document. If that's the case, you can manually add text fields by selecting the Add a Text Field button on the top navigation bar.

Adding a text box to adobe PDF


Step 3: Add special fields.

In our document, Adobe didn't automatically recognize checkboxes. We'll need to add them manually.

Adding checkboxes to your fillable PDF is a little trickier than just updating the field name. Each check box in your PDF has an Export Value. This is sort of like this box is checked when X is true. When the value that you are passing to the PDF matches your Export Value, the check box will be checked.

In our W-9 document, we want to collect information about a person or organization's federal tax clarification. Once we've used the check box tool to update our field name, we're ready to update the ExportValue. Under Options, we've updated the Export Value to match the text in our form.

Adobe Pro Check Box Properties



NOTE: Export Values for a checkboxes are limited to 125 characters.

You're done! Once you've created your fillable PDF, simply upload it to your WebMerge account, and we'll take it from there.

WebMerge makes automating your document creation a breeze. See for yourself by starting a free trial today!

Creating templates is an important way to make the most of your WebMerge experience. We've pre-built a lot of options for you that can be easily tweaked to fit your needs. But you probably already have a lot of pre-made documents. Having the ability to automatically populate the documents you use every day is a game-changer.

In order to use WebMerge to automatically populate your documents, you'll need to create fillable PDF documents. So we're going to show you how to make your Word documents and standard PDFs fillable. To get started, you'll need a PDF editing software program like Nitro Pro or Adobe. For this example, we'll be using Adobe Acrobat Pro.

Blank W9 Government Form


Step 1: Prepare your form.

On the right-hand side of your screen, you'll see the option to Prepare Form. (If this option is not there, click Tools on the top navigation. You'll find the Prepare Form tool under Forms & Signatures.)

On our form, Adobe recognizes the fields and automatically inserts text fields for us. However, the field names are random and inaccurate.

Fillable PDF W9 Form



To make the WebMerge integration process as smooth as possible, we'll want to take some time to better define our document fields. You can edit the name of your fields by double-clicking inside each text box. Here are a few tips for field naming conventions:

  • Make sure to use unique names for each field.
  • Use field names that are easy to understand.
  • Don't use numbers on their own (e.g., '123') or include spaces, punctuation, special characters, or hyphens.

NOTE: Using underscores so the field names are easy to read is fine.

Adobe PDF Prepare Form


Step 2: Update missing fields.

Adobe may not have automatically recognized all of the fields in your document. If that's the case, you can manually add text fields by selecting the Add a Text Field button on the top navigation bar.

Adding a text box to adobe PDF


Step 3: Add special fields.

In our document, Adobe didn't automatically recognize checkboxes. We'll need to add them manually.

Adding checkboxes to your fillable PDF is a little trickier than just updating the field name. Each check box in your PDF has an Export Value. This is sort of like this box is checked when X is true. When the value that you are passing to the PDF matches your Export Value, the check box will be checked.

In our W-9 document, we want to collect information about a person or organization's federal tax clarification. Once we've used the check box tool to update our field name, we're ready to update the ExportValue. Under Options, we've updated the Export Value to match the text in our form.

Adobe Pro Check Box Properties



NOTE: Export Values for a checkboxes are limited to 125 characters.

You're done! Once you've created your fillable PDF, simply upload it to your WebMerge account, and we'll take it from there.

WebMerge makes automating your document creation a breeze. See for yourself by starting a free trial today!

Creating templates is an important way to make the most of your WebMerge experience. We've pre-built a lot of options for you that can be easily tweaked to fit your needs. But you probably already have a lot of pre-made documents. Having the ability to automatically populate the documents you use every day is a game-changer.

In order to use WebMerge to automatically populate your documents, you'll need to create fillable PDF documents. So we're going to show you how to make your Word documents and standard PDFs fillable. To get started, you'll need a PDF editing software program like Nitro Pro or Adobe. For this example, we'll be using Adobe Acrobat Pro.

Blank W9 Government Form


Step 1: Prepare your form.

On the right-hand side of your screen, you'll see the option to Prepare Form. (If this option is not there, click Tools on the top navigation. You'll find the Prepare Form tool under Forms & Signatures.)

On our form, Adobe recognizes the fields and automatically inserts text fields for us. However, the field names are random and inaccurate.

Fillable PDF W9 Form



To make the WebMerge integration process as smooth as possible, we'll want to take some time to better define our document fields. You can edit the name of your fields by double-clicking inside each text box. Here are a few tips for field naming conventions:

  • Make sure to use unique names for each field.
  • Use field names that are easy to understand.
  • Don't use numbers on their own (e.g., '123') or include spaces, punctuation, special characters, or hyphens.

NOTE: Using underscores so the field names are easy to read is fine.

Adobe PDF Prepare Form


Step 2: Update missing fields.

Adobe may not have automatically recognized all of the fields in your document. If that's the case, you can manually add text fields by selecting the Add a Text Field button on the top navigation bar.

Adding a text box to adobe PDF


Step 3: Add special fields.

In our document, Adobe didn't automatically recognize checkboxes. We'll need to add them manually.

Adding checkboxes to your fillable PDF is a little trickier than just updating the field name. Each check box in your PDF has an Export Value. This is sort of like this box is checked when X is true. When the value that you are passing to the PDF matches your Export Value, the check box will be checked.

In our W-9 document, we want to collect information about a person or organization's federal tax clarification. Once we've used the check box tool to update our field name, we're ready to update the ExportValue. Under Options, we've updated the Export Value to match the text in our form.

Adobe Pro Check Box Properties



NOTE: Export Values for a checkboxes are limited to 125 characters.

You're done! Once you've created your fillable PDF, simply upload it to your WebMerge account, and we'll take it from there.

WebMerge makes automating your document creation a breeze. See for yourself by starting a free trial today!

Creating templates is an important way to make the most of your WebMerge experience. We've pre-built a lot of options for you that can be easily tweaked to fit your needs. But you probably already have a lot of pre-made documents. Having the ability to automatically populate the documents you use every day is a game-changer.

In order to use WebMerge to automatically populate your documents, you'll need to create fillable PDF documents. So we're going to show you how to make your Word documents and standard PDFs fillable. To get started, you'll need a PDF editing software program like Nitro Pro or Adobe. For this example, we'll be using Adobe Acrobat Pro.

Blank W9 Government Form


Step 1: Prepare your form.

On the right-hand side of your screen, you'll see the option to Prepare Form. (If this option is not there, click Tools on the top navigation. You'll find the Prepare Form tool under Forms & Signatures.)

On our form, Adobe recognizes the fields and automatically inserts text fields for us. However, the field names are random and inaccurate.

Fillable PDF W9 Form



To make the WebMerge integration process as smooth as possible, we'll want to take some time to better define our document fields. You can edit the name of your fields by double-clicking inside each text box. Here are a few tips for field naming conventions:

  • Make sure to use unique names for each field.
  • Use field names that are easy to understand.
  • Don't use numbers on their own (e.g., '123') or include spaces, punctuation, special characters, or hyphens.

NOTE: Using underscores so the field names are easy to read is fine.

Adobe PDF Prepare Form


Step 2: Update missing fields.

Adobe may not have automatically recognized all of the fields in your document. If that's the case, you can manually add text fields by selecting the Add a Text Field button on the top navigation bar.

Adding a text box to adobe PDF


Step 3: Add special fields.

In our document, Adobe didn't automatically recognize checkboxes. We'll need to add them manually.

Adding checkboxes to your fillable PDF is a little trickier than just updating the field name. Each check box in your PDF has an Export Value. This is sort of like this box is checked when X is true. When the value that you are passing to the PDF matches your Export Value, the check box will be checked.

In our W-9 document, we want to collect information about a person or organization's federal tax clarification. Once we've used the check box tool to update our field name, we're ready to update the ExportValue. Under Options, we've updated the Export Value to match the text in our form.

Adobe Pro Check Box Properties



NOTE: Export Values for a checkboxes are limited to 125 characters.

You're done! Once you've created your fillable PDF, simply upload it to your WebMerge account, and we'll take it from there.

WebMerge makes automating your document creation a breeze. See for yourself by starting a free trial today!

Lacey Jackson
As Formstack’s Demand Content Strategist, Lacey is focused on creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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