Updated Aug 24, 2023
If you have a PDF that you want to share with your clients, you can upload that PDF to your form templates. This will make the PDF available to send manually in a project or automatically through a workflow.
🚨 Uploaded PDF files become read-only forms! Clients will not be able to fill out PDFs in Dubsado, even if there are fillable fields in your PDF. If you want clients to fill in responses, we recommend that you build a Dubsado form instead.
To upload a PDF:
Go to Templates >> Forms.
In the Questionnaires column, click the upload icon.
In the popup that appears, drag in a file or click Select PDF file.
Choose a file from your device. It must be under 8MB in size.
Once the PDF appears in the modal, click Add in the upper right corner.
You should now see your PDF appear under the Questionnaires column! It can now be sent through a project or sent through a workflow.
PDFs cannot be renamed after they are uploaded to Dubsado. Name your file as you'd like it to appear to your clients before uploading.