PDF Forms

Who this is for

Any team member — agent, admin, or owner — who needs a document filled and signed by a client without leaving the browser.

Note on names. “PDF Forms” is the display name you see in the app, distinguishing it from Questionnaires (structured HTML forms). If you use the API or CSV imports, the underlying data model is still called Form — same data, just a different label.

Before you start

• Any team member (agent, admin, or owner) can create and manage PDF Forms.
• You will need a PDF file ready to upload. The PDF should already have the layout you want; field-tagging happens inside the builder after upload.
• The template builder opens directly inside the form editor — no new window or iframe.

Step-by-step

A PDF Form is a PDF document with fillable e-signature fields. When you include one in a request, your client receives it, fills in the tagged fields (signature, initials, text, date, checkbox, radio, select, or stamp), and returns the completed document — all without leaving the browser. PDF Forms are distinct from Questionnaires, which are HTML-based and collect structured data rather than a signed PDF. Field tagging and signing are powered by the in-house Koffyr e-signature runtime; no third-party account or separate login is required.

Create a PDF Form

1. Navigate to Library → PDF Forms.
2. Click New form.
3. Enter a name and an optional description.
4. Click Create. The form opens in the editor with a status of Draft.

Upload a PDF

1. Inside the form editor, click Upload PDF.
2. Select your PDF file. Koffyr fetches a secure upload link and uploads the file directly to storage.
3. Once uploaded, the PDF renders in the template builder beneath the form header.

To replace the PDF later, open the form and use the builder’s Replace PDF action. Koffyr uploads the new file, rebuilds the backing template against it, and refreshes the canvas in place.

Tag signature fields

1. The template builder mounts inline once the PDF is uploaded — no extra click required.
2. Drag field tags from the palette onto the PDF pages. Available field types include:
   • Signature — a drawn or typed signature
   • Initials — a short initial block
   • Text — a typed text entry
   • Date — a date-picker entry
   • Checkbox — a single check
   • Radio — a grouped choice; multiple radios sharing the same group answer one question
   • Select — a dropdown of options
   • Stamp — a date or other stamp
3. Open the Roles picker to define who fills which fields (each field carries a role). Templates always have at least one role; new fields inherit whichever role is currently active.
4. Use the Conditional logic panel to hide or require a field based on the value of another.
5. Click Save in the form header to persist the template. Saving also syncs the e-signature backing so the form’s status can flip to Ready.
6. Click Preview at any time to walk through the signer experience without sending.

Only forms with a Ready status can be added to a Playbook and included in requests.

Edit form metadata

To change a form’s name or description, open the form from the PDF Forms list and edit the name/description fields at the top of the editor. Click Save — the same button also flushes any pending schema changes from the template builder.

Delete a PDF Form

1. On the PDF Forms list, click the delete icon next to the form.
2. Confirm the deletion. The form and its associated e-signature template are permanently removed.

What happens next

Only forms with a Ready status can be added to a Playbook and sent to a client as part of a request.

Troubleshooting

• My form is stuck on “Draft” after tagging fields. Click Save in the form header — that flushes both the form metadata and the template builder schema, then runs the sync that flips the status to “Ready”.
• The template builder won’t render the PDF. The builder loads a PDF worker script on first open. If the browser blocks static assets (ad-blockers, strict CSP), the canvas stays blank. Reload the page; if the issue persists, contact support.
• I uploaded the wrong PDF. Use Replace PDF in the builder to upload a new file in place. Previously-placed fields are preserved as long as the new PDF has the same page count; otherwise re-tag affected pages and save again.

Related

• Library overview — back to the full library
• Questionnaires — HTML-based forms for structured data collection (no PDF required)
• Playbooks — add Ready PDF Forms to a Playbook for use in requests

Last verified: 2026-07-14