PDF Editor
Placing fields on PDFs determines where form builder fields appear on the final PDF generated after a candidate completes their documents. By default, the fields you selected to include from the ATS will be available for placement (e.g., work history, education, placement, etc.).
Pop-ups must be allowed in the browser for the BH Onboarding site to add fields to the PDF
Adding Fields to PDFs
Pay attention to the type of field as you are adding them to the PDF:
- Applicant
(or Candidate or Talent) Customer talent - the person applying or hired for the job (Blue) - This is only used for signatures and date signed - Sender (Pink) -These are used for the majority of fields added. Place the standard field and then in the right side bar select the field it should use in the What text goes here? drop-down. Typing the first letter of the field name in the drop-down will bring you to that section of the alphabetical list.
- After uploading the PDF and added any custom fields in Form Any document that needs to be completed and signed by a Candidate Setup, click Create Form and Place Fields
- A modal opens, asking “Are you sure you would like to submit this form?” Click Yes
- In the Create Your Template window, click Got it
- The PDF displays, with the blue candidateSigner fields immediately available. Select the Signature or Initials field and drag the field onto the PDF
- Add the Signature or Initials field to the form immediately, then select Next to save the form. The form cannot successfully save without a Signature or Initials field. The browser will ask to confirm leaving the form.
- The date field can also be added at this time.
When adding a date field the format of the date can be changed in the right side bar. When sending packages the date format used must match on all the forms in the package or it will cause an error.
- Select Leave
- After saving click UPDATE FIELD PLACEMENT.
- If another role needs to sign the document select Add another role.
- Enter the Role title. (Example: Recruiter)
- Do not use the Set signer order in Signer settings. This is a feature of our 3rd party integration used to collect signatures and it not supported in Talent Platform. The Applicant will always go first.
- Click Next.
- In the Signers drop-down, select Sender. The fields turn pink
- Drag and drop either the Textbox or Checkbox field onto the PDF in the desired location
- Textbox: used for any answer that requires text entry.
- Checkbox: used for any answer that has multiple options, like yes/no questions, drop-down, radio, etc
Use the keyboard arrow keys to help place the fields into the right location.
- Modify the field properties as needed in the right panel. The field properties and options available depend on the type of field
- Placeholder text: Add optional temporary instructional text that displays in the text field to help the candidate enter data (e.g., 123 Main St for address_1)
- Formatting: By default, Arial size 12 is selected
- What text goes here? Select the drop-down to choose the appropriate field (e.g., full_name)
- Repeat for all fields included on the form
- When finished, select Next.
- Click Create template (or Save template)
- After saving, the browser will ask to confirm leaving the form. Select Leave
As fields are added to the PDF, periodically select Next and save the form, especially with forms that have many fields. This will ensure that any changes are not lost by accidentally navigating away from the page.
When creating form templates it is important to leave enough space for the information being collected in the field. If the field capacity space is exceeded the text will overflow out of the designated area.
