Set Up PDF Forms

You can upload a PDF file that has fillable fields created using a PDF editor such as Adobe Acrobat Pro. Once uploaded, these forms can then be used during consultations, allowing you to fill and save them directly in Provet Cloud.

Note

Adding image fields and actions usually requires Adobe Acrobat Pro or another advanced PDF editor.

To set up PDF forms, follow the instructions below:

Prepare the PDF file.
1. Use a PDF editor to create a form with the necessary text fields and/or image fields.
2. If applicable, add an image field component with an action to the PDF in Adobe Acrobat Pro.
  
  Note
  
  If you create an image field in Adobe Acrobat Pro and do not rename it, the field name will automatically end with the _image suffix. If you rename the image field, ensure the _image suffix is included in the new name (e.g., signature_image).
  - From the Home view in Adobe Acrobat, select See all tools. From the Edit section, select Prepare a form.
  - Select the Image field option. Click on the desired location in the form to place the selected field.
  - Select the image field, right-click to see the menu options and select Properties to open the Button Properties dialogue.
  - Go to the Actions tab and select Add.
  - In the Menu Item dialogue, select Acrobat Menu>Search>Find, then select OK.
3. Save the file once all fields are set up.
Upload the PDF file to Provet Cloud.
1. Go to Settings > Lists & Templates > Templates > Certificates & Forms.
2. From the PDF form drop-down menu, select the form type (Patient, Client, Consultation, etc.). The form type determines which placeholders will be active to pull the information automatically to the fields, once mapped.
3. On the PDF template page, add the template details:
  - Title: Provide a name for the template.
  - Clinic location: Select the clinic location where the template will be available. If no clinic location is selected, the template will be accessible across all clinic locations.
4. Select the Drop files here to upload area to browse for the file or drag and drop the file into the upload area.
5. Select Save to complete the form setup.
Insert placeholders.
1. After you upload the form, a preview opens, showing the available fields where you can add placeholders. Select Show info to view a list of available placeholders. Note that not all placeholders may function in all contexts.
2. Enter the placeholder(s) into the appropriate fields, for example: [[consultation_supervising_vet_signature]] for a signature image field.
  - For an image field, select the image frame. A dialogue opens with a text field where you can add the image placeholder.
3. Select Save.
Select Back in the top left corner of the document template. The PDF form you created is shown under Certificates > Forms and is available for use.

Set Up PDF Forms

Note

Note

See also

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