Creating an Autofill Template

Modified on Thu, 16 Jul at 1:41 PM

Templates define how JSON data is mapped to PDF form fields. Once created, the same template can be reused to 

generate multiple completed PDFs.

Create a New Template

  1. Navigate to Autofill > Templates.
  2. Click Create New.

  3. Upload a supported smart fillable PDF form and click Upload.

  4. Provide a sample JSON by either:
    • Uploading a JSON file, or
    • Pasting valid JSON into the editor.



  5. Click Next.
  6. Enter a Template Name.

  7. Click Save.


Your template is now ready for field mapping.

Notes

  • Only smart fillable PDF forms can be used.
  • The sample JSON should represent the structure that will be sent to the Autofill API.
  • After saving the template, proceed to Mapping JSON Fields to configure the field mappings.

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