In this article we will go over the basics when creating or updating a form template. We will be looking at finding the form setup menu, naming the template, setting the language and adding the PDF for the template.
Finding the forms menu
Depending what interface your company are set up for you need to do different things.
For the old interface click Forms in the top menu in your archive:
Now you click on Automate in the menu to the left and then Form Templates:
You should now see a overview of your templates if you have any.
Creating or updating a template
To create a new template click on Create New Template +:
To update a form click on the cogwheel at the template you wanna update and then click on Edit:
Naming the template, selecting language and adding the PDF
Naming the Template
The first thing you need to do is naming the template. We suggest that you name it something unique about what the form is about. You name the form by writing the name in the box:
Selecting a language
The language you select determines what language Penneo is when the users of the form is seeing when filling it out and signing the form. You can select between English, Danish, Swedish and Norwegian.
Select the folder you want the forms to be stored in.
Adding a PDF
The Penneo forms are set up by using a PDF document as a template. Only PDF files are usable as templates. You simply add it by clicking where is says Select a PDF File and selecting the document where it is located on you computer. The document will be uploaded to the Penneo servers.
Please be aware that the language selected does not affect the language in the PDF that is uploaded as the template for the form. If the language of the text is Danish in the PDF then it will remain Danish. It is only the Penneo part that is translated automatically. If you need a specific language in your PDF you will need to translate that yourself and uploade a PDF with text in that language.