Posted in HowTo

PDF Mapping – generate a W-4

It’s a common requirement among our customers – they want to generate their own PDF document. For example, a Federal W-4 or I-9 during Employee On-Boarding. You can try an example by clicking on this link or download the form here if you want to view in detail. You can also find detailed documentation on our website.

Let’s take a quick look at the steps:

Step 1. Create your form or workflow as usual. You can use business rules, signatures and all frevvo’s features as usual.map-pdf

Step 2. Click on the toolbar button to View Generated Forms, click New and upload your PDF. Note that it must be an Acroform but you can easily convert any PDF using free, online tools. Then, click the Map Fields button. After saving your form, frevvo will display the PDF with mappable fields highlighted.

Step 3. Open the Form Outline at left in the designer and simply drag & drop fields from the outline onto the PDF to map. Alternatively, you can double click any PDF field and map a frevvo field in the wizard that shows up. You can even drag in a Signature field into the PDF to map it. (Note that the standard W-4 downloaded from the IRS website does not have a mappable field for the Signature and associated date. You can download a modified 2016 W-4 PDF at this link.)

map-fields
Drag & drop from the left outline onto any PDF field to map

To facilitate viewing, you can also drop a Form Viewer control onto the form and choose the mapped W-4 in its properties.

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Generated W-4. Click image to zoom.

That’s it. Try it out and see that frevvo generates the W-4 with form data mapped to the proper fields. Even the signature is properly mapped. This generated W-4 is valid and can be used to send to the IRS.

You can also generate multiple PDFs, conditionally generate some PDFs and not others (e.g. a state W-4 depending on which state the employee resides in), save these PDFs in back end systems, send them by email etc.

Try it out for yourself. Sign up for a free 30-day trial on our website, upload the template form and see give it a shot.

 

Posted in Approval Process, Forms

Make Your Mark With Frevvo, Literally.

Creating workflows and PDFs online with frevvo Live Forms is a piece of cake. (Try an example now.) It’s simple with frevvo’s easy-to-use drag & drop designer, but don’t you want to make it yours? Businesses generally need or want to have their company logo on legal documentation. The latest version of frevvo makes this possible with the PDF snapshots  and custom header and footer feature.

You can now upload your logo image and configure the form/workflow so that it will be displayed on every page of the PDF print view. You can also generate page numbers, dates and times, set page margins and whatever else you may need for your documents. This allows for a great user friendly experience while still meeting business requirements with a one shot deal.

Screen Shot 2015-07-07 at 9.54.13 AM

Sign up now for a free trial account to try using this feature. You can find step by step instructions here. Make your mark with frevvo live forms today!

Posted in Forms, Workflows

Merging workflow data with your existing PDF documents

With frevvo, you can already generate a PDF when your workflow is submitted. The PDF looks like the form on the screen. But customers want to use the data to fill in their own PDFs or government PDFs like the US W-4 form. We’re working on this and it’ll be available in the next release. Together with electronic wet signatures, it’ll be easy to fully automate workflows like Employee On-boarding where you can collect employee information and a signature electronically and generate all the required documents.

We’re still working out a detailed design but one possibility is to drop a PDF activity into your workflow at the end. After you upload your PDF, frevvo will send you back a modified PDF as shown below for a US W-4 form.

Notice that all the fields on the PDF have been replaced by pick lists. Each pick list contains the currently defined fields in your workflow and you can map the fields from the workflow to the PDF. Once you are done, upload the mapped PDF back to frevvo and it will take care of the rest.

Now, when your workflow is submitted, the document set will contain the original PDF that you uploaded with the fields filled in from the workflow. You can save it to your back end system, send it via email or use any of the standard actions available with a frevvo workflow. Coming soon …