Help with Forms

grezewski

Hey community of master Bluebeamers, Im hoping you all can help me with an issue or rather lack of knowledge that i am having in regard to Fillable forms.

Presently i have a spreadsheet in excel that i have mail merged to a word document to make a pdf which spits out a specific text format (Blue text of a specific size etc.) and would like to make the rest of the document fillable so i can export it do tablets for our field personnel to complete the test form.

Question 1: Is there a way to preset over numerous forms the adjusted font and checkbox settings so when i use the auto form function it utilizes those settings? Right now it seems to default to black. I cannot find anywhere in the settings besides manually changing each font box setting.

I did create a fillable PDF form with the settings and was wondering if an overlay would work?

Question 2: (and a suggestion for Bluebeam maybe??) is there planned functionality to allow a sort of mail merging between bluebeam fillable documents and outside datasources such as Excel? Yes you can use an FDF however it would be alot of work to change the excel sheet to FDF