How to create a custom PDF for HIPAAtizer’s online form

Here is an example of online form for which we will create a custom PDF: https://hptz.io/0uuwruC  

To create a custom PDF for the online form, please follow these steps:

1. Open Adobe Acrobat and select the “Tools” tab from the top menu.

2. Click on the “Prepare Form” option and select the PDF file that you want to work with.

Acrobat will automatically detect any interactive form fields in the PDF document. If it doesn’t, you can manually add text fields, checkboxes, and radio buttons by clicking on the respective icons in the toolbar on the right side of the screen.

Work with Text Fields

If you want to  add a text field:

1. Click on the “Add Text Field” icon and click on the location where you want to place the field:

You can adjust the size and shape of the text field by dragging its corners.

2. Right-click on the field and select “Properties” from the dropdown menu. In the Properties dialog box insert the unique name of related field from your online form to the “Name” field.

Please note: for correct work of custom forms, we recommended you to write the unique name with underline between the words  (e.g. “first_name”)

If you want to include several unique names, please insert these names to the “Name” field and divide them with space or comma. 

3. In the Properties dialog box, you can change the appearance, behavior, and options for the field. For example, choose a font family, adjust a font size, etc.

Please note: If you need to use a Text area component in your online form that can accommodate multiple lines of text, make sure to check the “Multi-line” checkbox in the “Options” tab.

Work with Checkboxes 

Checkboxes are used to create multiple-choice options. In the HIPAAtizer form builder, you can use either the single “Checkbox” component or the “Multiple Choice” component.

To add a checkbox:

1.  Click on the “Add Checkbox” icon and click on the location where you want to place the checkbox. You can adjust the size of the checkbox by dragging its corners.

2. Right-click on the field and select “Properties” from the dropdown menu. In the Properties dialog box insert to the “Name” field:

• the unique name of “Checkbox” component:

• Unique name of option if you use “Multiple Choice” component:

Work with Radio Buttons

Radio buttons are used to create single-choice options. In the HIPAAtizer form builder, you can use either the “Single Choice” component or the “Dropdown Select” component:

To add a radio button:

1.  Click on the “Add Radio Button” icon and click on the location where you want to place the radio button. You can adjust the size of the radio button by dragging its corners.

2. Right-click on the field and select “Properties” from the dropdown menu. In the Properties dialog box insert the unique name of “Single Choice” or “Dropdown Select” component to the “Name” field:

3. Insert the first option name to the “Radio Button Choice” field:

To change the appearance of radio buttons, select your preferred view from the “Button Style” field. This will allow you to customize the look and feel of your radio buttons to better suit your form design.

4. Copy and paste the already created radio button and change the “Radio Button Choice” to the name of your second option:

Continue adding and naming each option until you have listed all the choices for this question. Once you have completed this step, you can proceed to the next question in the form.

Please note: when creating radio buttons, it’s important to change the “Name” field first before making any other settings. This will ensure that your radio buttons are properly labeled and function as intended.

Work with Text

To add a label to a form field or other text:

1. Select the “Add Text” icon and click on the location where you want to place the label or text:

2. Type in the text you want to appear next to the form field.

Work with Signatures

Adding a ‘Signature’ component to your PDF form is similar to adding a text field.

1. Click on the “Add Text Field” icon and click on the location where you want to place the signature. You can adjust the size and shape of the text field by dragging its corners.

2. Right-click on the field and select “Properties” from the dropdown menu. In the Properties dialog box insert the unique name of related “Signature” component from your online form to the “Name” field:

Work with Canvas

If you want to add a drawing to your image in the HIPAAtizer form builder, you can use the ‘Canvas’ component. To display the drawing on the image in your PDF form, follow these instructions:

1. Click on the “Add “Print” or “Clear”…” icon and click on the location where you want to place the field. You can adjust the size and shape of the text field by dragging its corners.

2. Right-click on the field and select “Properties” from the dropdown menu. In the Properties dialog box, insert the unique name of the related “Canvas” component from your online form into the “Name” field.

3. Go to the “Options” tab and select the layout type “Icon Only.”

4. Click on the “Choose Icon” button and upload the image you need.

5. You’re done! The image with drawing will be displayed in the form submission.

If you updated the webform in the web builder and you need help updating the PDF form template, just send us the relevant form’s JSON file and we’ll do the rest. Send your JSON files to support@hipaatizer.com. Here are the steps to export the form’s JSON file to your computer:

1. Go to My Forms.

2. Click on the “Edit” icon for the selected form.

3. Click on the “Download JSON” button.