Create Forms
Build an interactive PDF form with Penvio.
Prerequisites
- Pro plan or higher (forms require Pro)
- A PDF document to convert to a form
What We’ll Build
A simple contact form with:
- Name field
- Email field
- Message area
- Checkbox for agreement
- Submit button
Open the Document
- Upload or open a PDF
- This can be a blank page or existing document
Enter Form Mode
- Click Forms in the toolbar
- The form toolbar appears
- You’re now in form editing mode
Add a Text Field (Name)
- Select Text Field tool
- Click and drag where “Name” should go
- In properties, set:
- Name:
name - Tooltip:
Enter your full name - Required: Yes
- Name:
Add Email Field
- Select Text Field tool
- Draw the field for email
- In properties, set:
- Name:
email - Format: Email
- Required: Yes
- Name:
Add Message Area
- Select Text Field tool
- Draw a larger area for the message
- In properties, set:
- Name:
message - Multi-line: Yes
- Required: No
- Name:
Add Checkbox
- Select Checkbox tool
- Click where the checkbox should be
- In properties, set:
- Name:
agree_terms - Export Value: Yes
- Required: Yes
- Name:
Add Submit Button
- Select Button tool
- Draw the button
- In properties, set:
- Label:
Submit - Action: Submit Form
- URL: (your form handler URL)
- Label:
Set Tab Order
- Click Edit Tab Order
- Click fields in the order users should fill them:
- Name → Email → Message → Checkbox → Submit
Test the Form
- Exit form mode
- Click on each field to test
- Try submitting
- Verify tab order works
Save and Distribute
- Save the document
- Share or download
- Recipients can fill out the form
Tips
- Use clear field labels
- Add helpful tooltips
- Test on different devices
- Consider mobile users
What You Learned
- Enter form editing mode
- Create text fields
- Add checkboxes
- Configure buttons
- Set tab order
- Test forms
Next Steps
- Form Fields Guide - Learn all field types
- Calculations - Add computed fields
- Send for Signature - Add signatures to forms
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