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Pre-editing a PDF file before the tech opens it on mobile
Pre-editing a PDF file before the tech opens it on mobile

How not to lose the saved information

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

Prefill PDF forms when you want information added or changed so the tech doesn't have to.

Key Points

  • Add the PDF file in the Work Order Forms tab

  • Add your changes to the PDF document

  • Refresh the calendar page on the mobile app to see your additions or changes

  1. Create or edit a work order

  2. Add the PDF in the Forms tab and click the SAVE button in the upper right

  3. Reopen the Work Order, tap the Forms tab and click the Fill Online button

   4. Add your changes to the PDF document, scroll to the bottom, if necessary, click
       the OK button and click the SAVE button in the upper right of the Work Order

   5. IMPORTANT You must refresh the calendar page on the mobile to see your
       additions or changes

   6. Open the Work Order, the PDF will have a check mark (like it was
       already completed) 

   7. Open the PDF, verify the added or changed content, fill the form as usual, and
       then have customer sign it.

   8. Share the PDF file back to Fieldwork as you usually do

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