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Workflow Troubleshooting - Prefilled Forms


Pre-filled forms are not populating properly.


The PDF that has been uploaded to the system needs to be properly configured as a form. The system also needs to be mapped so that the information required within the PDF is properly filled.


If you have the availability of Acrobat Pro, please use the FORM tools to configure the PDF. Be sure that each of the fillable fields have an original name. When the PDF is uploaded into the system, it will detect the names of each field, helping you map the required system information properly.

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