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Creating a Paper Form
Creating a Paper Form

Learn how to build a paper form in Script

Written by Hannah Hill
Updated over a week ago

Who Can Do This?

  • Dashboard Users

  • Owners

Creating a paper form gives users the ability to digitize their current PDF documents.

Navigate to the Form Directory by clicking on Forms from the blue navigation bar on the left side of your page.

Click Create Form in the top right corner of this page.

*If you would prefer to make a paper form for a team that you are a member of, navigate to that team and click on the team Overview. Scroll down to the Forms section, and click Create New Form.

Now that your form creation window has opened on the right side of your screen, you can give this paper form a name that is unique and easily identifiable.

You may also give this paper form a description that will help your organization identify the purpose and intent of this form.

From the Assigned Team dropdown menu, you can choose to assign this paper form to a team within your organization, but that is not required.

Select Paper Form.

Locate the PDF you'd like to base this paper form on. Be sure to reference the Optimizing Your PDF as a Paper Form article before uploading it here. Either drag and drop the PDF into the Upload PDF section, or simply click the gray box to choose a file from your computer.

Next, you have the option to ask Script to scan your PDF and auto-detect its fields. If this box is checked, PDF fields that are detected will automatically be created for you on the form. If this box is left unchecked, your PDF will be uploaded to Script, but any fields will have to be manually added.

Click the blue Save button.

You will be taken directly to the builder page so that you can begin configuring your new paper form.

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