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Fill a PDF form

Easily fill out PDF forms in TakeTurns with these steps.

Who can do this?

LEADERS CONTRIBUTORS

Available in plans

FREE INVITEE STARTER PLUS ULTIMATE

⚠️ Important! ⚠️

Key things to remember when filling out a PDF form:

  • Save Changes to save your completed PDF form.

  • Click Cancel to close without saving.

  • You can continue to update your form until you share it with the other party via Send update.

  • Once you’ve shared your completed form, the revision cannot be removed from Version history.

How to fill a PDF form

  1. Click on the form field to start filling out the form. TakeTurns will open the field for data entry. You will see a blinking cursor showing where the data will be added.

Fill Form 1.png

  1. Adding your form entries. Type text into text entry fields or use your mouse to choose options from checkboxes, dropdowns, and radio buttons.

  2. Click on the next field to add data and continue until you have completed the required fields.

(Optional) Click Sign to add a signature, learn more about signing.

File Preview Toolbar - EN Sign.jpg

(Optional) Click the Annotate Button to add annotations, learn more about annotations.

File Preview Toolbar - EN Annotate.jpg

  1. Click Save changes to save the data you entered. This will create a new revision of the file. Click Cancel to revert to the last saved version.

File Preview Toolbar - EN Save Changes.jpg
  1. After Saving changes, your completed PDF form will appear as a new entry in Version history. If you need to start over, click Remove to delete this revision.

Fill Form 3.png

  1. Click Close to return to the Flow screen. If you’re ready to share your completed form with the other party remember to click Send updates.

Fill Form 4.png

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