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Upload a PDF Template in RocketCRM

Joe Tolzmann avatar
Written by Joe Tolzmann
Updated over a week ago

Step 1: Upload the PDF Template

  1. Open the RocketCRM web portal for your company.

  2. On the left sidebar, click on Payments.

  3. Click on Documents & Contracts at the top.

  4. Choose Upload a PDF from the available options.

  5. A small upload window will appear.

  6. Click on the upload icon in the center of the small window.

  7. Select the desired PDF file from your computer.

  8. Click the Upload button.

Step 2: Make the PDF Fillable

  1. Click the + sign to open the fillable fields menu.

Adding a Date Picker

  1. Drag and drop the Date Picker field from the Fillable Fields onto the document.

  2. Click '*' (on the document) and drag the field to the appropriate line.

  3. Resize if necessary.

  4. On the right-side panel, click To be filled by and select the person responsible for filling in the information.

Adding a Text Field

  1. Click the + sign again and drag a Text Field from Fillable Fields onto the document.

  2. Click '*' and position the box appropriately.

  3. Resize as necessary.

  4. Click the Please Input field and remove the placeholder text.

  5. Click To be filled by and select the responsible person.

  6. To duplicate the text field, click the double square icon (copy button).

  7. Click '*' on the new box, reposition it, and resize if needed.

  8. Repeat these steps for each required field.

Step 3: Add a Checkbox

  1. Click the + sign and drag the Checkbox field from Fillable Fields onto the document.

  2. Click '*' and position the checkbox correctly.

  3. Resize if needed.

  4. Click To be filled by and select the responsible person.

Step 4: Add a Signature Box

  1. Click the + sign and drag the Signature field from Fillable Fields onto the document.

  2. Drag and position the signature field appropriately.

  3. Resize as necessary.

  4. Ensure that each fillable field is assigned to the correct person.

  5. Click the Save button to finalize your document.

Conclusion: Following these steps ensures that your uploaded PDF template is properly configured for use in RocketCRM. Be sure to review and verify each fillable field before saving.

  1. Click "Payments"

  1. Click "Templates"

  1. Click "New"

  1. Click "Upload a PDF"

  1. Click this icon.

  1. Select the PDF and Click "Upload"

To Make the PDF Fillable

  1. Click the "+"

  1. Drag and drop the "Date" picker from the "Fillable Fields" onto the document.

  1. Click "*"

  1. Drag the box to the appropriate line and resize if needed.

  1. Click "To be filled by"

  1. Select the person that will be filling in the information.

  1. Click the "+"

  1. Drag and drop the "Text" box from the "Fillable Fields" onto the document.

  1. Click "*"

  1. Drag the box to the appropriate line and resize if needed.

  1. Click the "Please Input" field and remove the text.

  1. Click "To be filled by"

  1. Select the person that will be filling in the information.

  1. Click this double square icon to copy the box.

  1. Click "*" on the new box

  1. Drag and drop it to the appropriate place and resize if needed.

  1. Repeat the steps for each line that needs to be filled out.

To Add a "Checkbox"

  1. Click the "+"

  1. Drag and drop the "Checkbox" from the "Fillable Fields" onto the document.

  1. Click "*"

  1. Drag and drop it in the appropriate place and resize if needed.

  1. Click "To be filled by"

  1. Select the person that will check or uncheck the box.

  1. Click on the "+" and drag and drop the "Signature" box from the "Fillable Fields" onto the document. Then drag and drop to the appropriate place and resize as needed.

  1. Make sure each fillable box has the correct person selected to fill in the information.

  1. Click "Save"

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