You can create editable fields in PDFs using a variety of tools found online. Procore recommends Adobe Acrobat as the easiest software to use; Adobe Acrobat scans, recognizes, and automatically generates fillable fields in an existing PDF.
Note: XFA-based PDFs are only compatible with Adobe software.
If you intend to use signature fields in your fillable PDFs, please note that any signature fields must be added manually when preparing the fillable PDF. If the signature fields are automatically generated by your chosen software, they may not be interpreted as signature fields by third-party apps such as Procore.
- Note: When preparing a fillable PDF with Adobe Acrobat, leave the option 'This document requires signatures' unchecked.
See Convert Existing Forms to Fillable PDFs with Adobe Acrobat.
- What is a fillable PDF?
- Will Procore convert my file to a fillable PDF?
- What file types does the Forms tool support?
- Can I enforce required fields in a form?