• Danish Yasin

Filling and Flattening PDF Forms to Make Everlasting PDFs

Updated: Aug 24

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PDF forms are a convenient tool for gathering and storing information of your customers, users or employees. For example, you can collect data from your website and insert it into PDF forms by using JSON templates to create everlasting PDFs.


The next step would be to flatten the PDF form to ensure immutability of the information. You can now archive the PDFs for your record and email a copy to your customer, user or employee. This is one use case of how you can fill and flatten PDF forms to smoothen your business processes.


Here’s the transformation of changeable PDF forms to immutable PDF reports, in action. In figure one, we can see the PDF form with its fields visible, allowing you to add data into the form.



Figure 1: PDF form with visible fields


Now here’s the same PDF in figure two, after we have added the data and flattened it by using UniPDF.


Figure 2: PDF form flattened


Another example of how you can use PDF forms to improve your everyday business operations is by using them to collect and document orders, invoices and other engagement documents.


Manually skimming through the data that you collect using PDF forms would be a time consuming task, which is an inefficient use of your organizational resources. You can use UniPDF to programmatically sift through the data collected using the forms and clean it, process it, and perform meaningful operations on it.


These steps come after you have collected the data. UniPDF can also help you with the data collection stage. You can use the power of Golang to convert data from any data source to beautifully crafted PDF reports built using UniPDF’s form builder.



Playground Examples


Let’s start with the basics and see how you can add form fields to a PDF document by using UniPDF. In the following playground, we are using the PDF document template1.pdf and adding form fields at the appropriate locations. The examples are being run on UniDoc’s playground, which enables you to use our library on your web browser, without having to set up anything on your local system.


To add the fields, you just need to define the coordinates of the rectangles where the input field should be present and then you let the annotator package of UniPDF take care of building the fields on your PDF document.





Here’s another example of how you can use UniPDF to work with PDF forms. In this example, we are extracting the fields of a PDF form in a JSON file. Then you can edit this file and change the data.


Afterwards, you can update the PDF form by using the same JSON file and flatten it to preserve the information forever in the form of PDF documents.





Conclusion


You can use UniPDF to build beautifully crafted PDF forms through which you can gather information from your users. These forms can be shared and archived to maintain structured records of sales, queries and other engagement processes.


With the help of UniPDF, this process can be streamlined and you can use the library in a number of ways to improve the efficiency of your office tasks.


UniDoc is constantly improving its libraries based on customer feedback, if you want a feature included in the library, feel free to open a ticket on UniDoc’s GitHub, where you can also check out a whole repository of examples, built to get you started using UniDoc. You can also contact us through the form on the website.

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