THE FIELD GUIDE / VOL. 01Know your PDF
before you fill it.
The small details determine whether a form can be automated. Here is how to recognize them.
01 / THE STARTING POINTWhat is a fillable PDF?
A fillable PDF contains interactive fields, often called AcroForm fields. Click in the document with a standard PDF viewer. If a text box accepts typing, it may be compatible. Some PDFs only look like forms: the lines are just pixels or artwork, and a program cannot write into those spaces without an extra layout or OCR step. Our demo reads field names from a PDF. It can match common names such as “applicant_name” or “email,” then present the proposed value for your review.
02 / REVIEWWhy field matching needs a human.
A form might contain “your name,” “dependent name” and “emergency contact name.” Blindly filling every name field would be a mistake. The review screen exposes the PDF field name and lets you edit each value. Leave unclear fields blank and complete them in a PDF viewer after reading the original form.
03 / SCANNED FORMSIf it is a scan, start somewhere else.
A scanned page is an image. Converting its appearance into editable fields requires OCR and a method for positioning new text. Those capabilities are outside this browser demo. Request a fillable version from the organization when one exists.
04 / SIGNINGUnderstand what the signature page does.
The workspace adds an image of a drawn signature to a separate review page. It does not insert the image into an original signature field or meet a recipient’s specific digital signature standard. If the form demands certified signing, use the process named by its issuer.
05 / BEFORE SUBMISSIONThe sixty second review.
- Open the downloaded PDF and inspect every page.
- Compare names, dates, amounts and account references with your source information.
- Complete any checkboxes, selection fields or signature fields the demo did not handle.
- Confirm the recipient accepts the format and submission method.
- Store or delete the local files according to your own privacy needs.