Creating Custom Templates for PDF Forms and Certificates

Learn how to create custom PDF forms and certificates. This guide explains how to upload PDFs or create/design them directly within the platform, with fields that automatically populate customer and policy information.

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Colleen Daza
  • 1 year ago
  • Published

Creating Custom PDF Form Templates

In Taino Solutions, agents can easily create custom PDF form templates, enabling the design and automation of PDF generation with mapped data from customers or policies. Whether you're designing a certificate, a policy document, or any other form, the platform's PDF editor allows you to upload and customize a base PDF file. In this guide, we’ll walk through how to create custom PDF templates from scratch, add fields, and map those fields to customer or policy data for automated form filling.

Step 1: Navigate to the PDF Forms Section

To begin, navigate to Administration -> Forms Templates -> PDF Forms using the left navigation menu. This section provides access to all existing PDF templates and offers the option to create new ones.

On this page, you will see a list of all existing PDF form templates. To create a new one, click the Create Form Template button.

Step 2: Uploading a Base PDF File

After clicking the Create Form Template button, you will be prompted to upload a base PDF file, which will serve as the foundation for your template. You can name the template, add extra details if needed, and then proceed to the PDF editor for customization.

Upload Base PDF and template creation

Step 3: Designing and Customizing the PDF

Once the PDF is uploaded and the PDF Form Template record is created, the platform's PDF Designer will open, allowing you to edit and customize the document. You can add a variety of fields, including:

  • Text boxes for single-line text input.
  • Multi-line text fields for longer entries.
  • Radio buttons for selectable options.
  • Check boxes for multiple-choice selections.
  • Signature fields for one or more signatures required in each generated form.
  • Image fields to insert logos or images.

These fields can be easily added to the PDF, allowing you to position them exactly where they are needed. Additionally, each field can be mapped to customer or policy data through data mappings. This ensures that when the PDF is generated, the fields are automatically filled with the correct information from the customer or policy records.

PDF Designer

PDF Designer Create Fields

Step 4: Configuring Data Mappings

During the design process, it is essential to configure data mappings. By mapping each field to the corresponding customer or policy data, the PDF will automatically populate with accurate information when it is generated. This is especially useful for certificates, policy documents, or other forms that need to pull data from your system.

For each field added to the PDF, you can specify the related customer or policy field through the data mapping options. This ensures that the generated PDF integrates seamlessly with your data, reducing manual entry and ensuring accuracy.

PDF Designer Data Mappings

Step 5: Saving the PDF Template

Once your PDF is fully designed and the data mappings are configured, you can save the template. The template will now be available in the PDF Forms section under Administration -> Forms Templates.

Using the PDF Templates

After creating the PDF template, it can be used to generate documents for customers or policies. Agents can access the templates from the Customer or Policy pages, where the fields will auto-populate based on the data mappings you configured. For more details on how to generate PDFs from these templates, refer to this guide on generating PDFs.

Conclusion

Creating custom PDF templates in Taino Solutions offers flexibility and efficiency for document generation. By designing forms with mapped fields and utilizing customer or policy data, you can streamline the process of generating certificates, contracts, or any other necessary documents. With easy-to-use tools and powerful automation, PDF form templates allow you to manage your documentation seamlessly.

Watch the video below for a step-by-step tutorial:

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