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.
⛔ Heads up! Clients will not be able to fill out and submit a PDF through Dubsado, even if there are fillable fields in your file. Only upload PDFs that will be read-only for your clients. Build a Dubsado form if you will need your client to fill in responses.
Go to Templates > Forms.
In the Questionnaires column, click the upload icon.
In the modal 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.
👋 Here's a tip... PDFs cannot be renamed once they are uploaded. Name your file as you'd like it to appear to your clients before uploading.