Forms Experience Builder document integration

Forms Experience Builder's document integration feature lets you use previously built PDF files and populate them with data captured by Forms Experience Builder.

Where compliance or regulatory requirements mandate it, integrating Forms Experience Builder captured data with existing documents can be an important part of the overall Forms Experience Builder solution. These output documents can be provided for precise printing, document signing or archiving.

You can now use a Forms Experience Builder form to collect user data, and display the information in a PDF. This process requires four steps:
  1. Load an existing PDF into Forms Experience Builder.
  2. Create a form that contains information fields that align with fields in the PDF.
  3. Create a service description by mapping fields from your form to fields in the PDF.
  4. Add a button that the user can click to populate and display a PDF.
Note: For the Forms Experience Builder document integration, PDFs must allow the input of information to be populated by data that is collected in a Forms Experience Builder application.