Question 11

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11. How Do I insert a PDF file into a report container?

With the new version of ClickFORMS, the user has the ability to insert pages from a PDF file into a report container.

Start by opening the report you want to add the PDF file to or you can start with an empty container. Go to your Forms Library and add an exhibit form (usually the 'General Exhibit' form works the best).

Now you can either click on the menu Insert > Insert from PDF File or right click on the exhibit form and select "Insert from PDF File".

A new screen will come up asking you to located the PDF file you want to use. Find this file and click on Open. The screen that comes up is the 'Select PDF Pages to Insert' page.

NOTE: In ClickFORMS 4.6, this option has a bug. If you select multiple pages or one page to be inserted into "New Letter Size Exhibit Addendum" or "New Letter Size (no borders) Exhibit", new exhibit pages for the entire PDF file will be added to the container and nothing will be on the exhibit pages. This bug will be fixed in the next release of ClickFORMS. As a work around, only use the option "Selected Exhibit Cell".

For the 'Select PDF Pages to Insert' section, you can select either 'All Pages' or 'Pages __ to __'.

Select the page you want to insert, then move down the screen to 'New Exhibit Title'. This is where you can rename the title of the exhibit page. Once this is completed, click on 'Insert'. Your exhibit page should now have the one page from the PDF file that you selected, along with the new name of the form.

If you incorrectly changed the name of the form, right click anywhere in the yellow title bar and select 'Page Properties'. The box that comes up will allow you to change the name of the form.

If you have more pages to insert from the PDF file, add another exhibit page to your container and start the process again.

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