Create a new document

Create a new fillable PDF document on the Paperwork tab

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

On the Administrator Dashboard, navigate to the Paperwork tab on the left sidebar and click the Documents tab. Here, you'll see all of the documents you've uploaded so far. To create a new document, click the blue "Create" drop-down menu and click "New fillable PDF" in the upper right of the page.

You'll be brought to the New Fillable PDF screen. Here you will have two options:

  1. Add new fillable PDF: Create a new fillable PDF from scratch or use a pre-built template

  2. Use a pre-made template (typically used for state licensing documents)

If you click to a "Add new fillable PDF", your computer's finder will open to select a file to upload. The document you upload must be a PDF format. Select the document you want to upload, and then click the blue "Open" button on the bottom right.

You'll be brought to the New document screen. Here, you can name your document. The document title will be visible to guardians.

You'll be brought screen where you can view your document and insert fillable fields. On the lefthand side of the page, you'll see a preview of the pages of your document; if your document has multiple pages, you can click on these previews to toggle between them. On the righthand side of the page, you'll see the "Add fields" editor. The fields you can add to your document are:

  • Signature: Use this field to collect an e-signature

  • Initials

  • Date: Use this field to collect a specific date like a DOB

  • Text: Use this field to collect a custom text answer

  • Checkbox: Use this field to give the option to check a box

  • Dropdown: Use this field to collect one answer from a predetermined list of options

  • Phone: Use this field to collect a phone number

  • Label: Use this field to add a label to the document that will remain the same for every student, like the name of your center on a licensing form

Click on one of these field options to add it your document. Use your mouse to click and drag the field to the appropriate spot on your document; click and drag the white dot on the lower right corner of the field in order to resize the field. You can also place your cursor in the spot you'd like to enter a field and tap the letter near the field type you'd like to enter. For example, if you'd like to add a signature field, click "S".

When a field is selected, it will be highlighted green. You can toggle whether the field is Required or optional on the right hand setting bar. You can also toggle whether the field should only be completed by a Staff member. Click HERE to learn how to Connect a form field.

If you decide you no longer want this field, click "Delete" in the Actions section. You can also Duplicate a specific field if you've resized it or adjusted your settings to your liking. To exit the field-specific editor, either click the X on the upper right of the editor or click anywhere on your document that doesn't have a field.

When editing a Dropdown field, the field-specific editor will have a section for "Dropdown items." Click on the gray "Add new field" text and start typing, then hit "enter" or click on the blue plus sign to the right of the item to save. If you want to delete an item, click the X to the right of the item.

When you're happy with your document fields, click the blue "Save and exit" button in the top left of the screen.

Once you've completed creating your document, send it to guardians.

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