Mapping form items to PDF fields
The following instructions describe how to create a Service Configuration to map Leap fields to fields in an existing PDF and, when triggered, returns the filled PDF to the user.
- You must have your PDF uploaded in the Settings > Files section.
- If you did not save your application after you uploaded the PDF, click Save before you use the following instructions.
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You must create a Leap form containing fields that are similar to the fields in the PDF.
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Go to the Settings tab.
- If you only have one form, click Services from the menu on the left side of the page.
- If there are multiple forms, click Services > <form_name >.
- Click Add Service Configuration.
The Service Configuration window opens.
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From the Service Catalog menu, select Documents.
A list of available documents is displayed.
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Select the PDF from the list and click Next.
The Inputs tab is activated.
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Select a form item from the Select source window, and a corresponding item from the Select target window.
For example, you would map your Leap First Name form item to the First Name field in the PDF.
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Click the Assign input button that is located between the two windows.
When valid mapping is done, a check mark appears to the right of the item name in the Select source, and Select target windows. The mapped value also appears in the list of Assigned Inputs.
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When all inputs are mapped, click OK.
Parent topic: Leap document integration