how to use docupletionforms. free form editor & form reader/data-merge

to use:

First you have to use unlocked .pdf documents that you upload into the form reader that reads the submissions that people submit into the forms you create using the form editor.

What you do is choose a .pdf file, upload it into the form reader, click to map a field, select the pdf field, select the form value, click add, then select another pdf field, select another form value, click add, repeat until finished, click save, then click get pdf from the form submission to the left and then on the right click download pdf. It is not where it is going to be when we are done, but it is definitely useful as is.

You have to use unlocked .pdf documents in the form reader for the form reader to fill them out.  You can obtain unlocked California Judicial Counsel Forms on https://ceb.com/judicial-council-forms/.

We are working on an automatic document selection and completion element of the form reader so that you can set the form editor submissions to automatically trigger the selection of a document or multiple documents based on the person submitting their information’s answer choices.  The documents will then be filled in with the designated information.  This will be completed when we are able to maintain a steady subscription of 300 people subscribing at $30/month and we are nearing our goal as of the writing of this post.

We are going to be building out more elements to the data-merge beyond just the form reader.  We have a connection to Zapier right now and we give you direct API connections to programs like Clio and ZipForms.

-James