About
You can map a PDF to a Form in NextStep by utilizing Adobe Pro. This can be used for items such as state-specific forms.
Map a PDF to a Form
- Create the Form based on the PDF you would like to map from by following the Forms QRG.
Note: You must enter a Form Alias, as the alias will be used in the steps below. |
- After the Form is created, open Adobe Pro DC.
- Navigate to Tools and find the tool called Prepare Form.
- Click Open.
- Select the file that you want.
- Click Start.
- Determine which type of field you will need to create a field for on your PDF form.
Note: If you need to pull a field from the Face Sheet, that will be addressed in Step 9. |
- Use the information below to create fields for text, memo, date, select one, select all that apply, drop-down, and chart fixed rows fields:
- Text, Memo, Date, & Drop-down:
- Select Add a Text Field
to create a field for the corresponding field on your form. - Enter the Field Alias name from your NSS site into the name field.
- Select Add a Text Field
to create a field for the corresponding field on your form.Note: The drop-down choices will be pulled in as if they were text. |
- Select One & Select All that Apply:
- Select Add Checkboxes to Enable Selection from One or More Options
to create a field for the corresponding fields on your form. - Enter the Field Alias name dash-the choice (e.g.: Alias-Choice). If there is a text descriptor then you will need to enter as Alias-Choice-TextDesc after selecting Add a Text Field.
- Select Add Checkboxes to Enable Selection from One or More Options
to create a field for the corresponding fields on your form.Note: You must set the export value to “yes” (lowercase) for Select-all and Select-one. In Adobe, you need to right-click on your field and go to properties. Under the Options tab, you will see Export Value. By default, the value is Yes. The capital Y will cause it to not work, as it is case-sensitive. |
- Chart Fixed Rows:
- Select Add a Text Fieldto create a field for each cell in your chart. Each cell in the table has a field name that will incorporate the chart's alias name.
- For example, the layout will be as follows for a Fixed Chart field which has 3 rows and 4 columns. Each cell from the chart will have the FieldAlias name concatenated with a cell number. The first cell is always Column 1-Row 1, the second cell is Column 2-Row 1, etc.
- Select Add a Text Field
| FieldAlias_1-1 | FieldAlias_2-1 | FieldAlias_3-1 | FieldAlias_4-1
|
| FieldAlias_1-2 | FieldAlias_2-2 | FieldAlias_3-2
| FieldAlias_4-2
|
| FieldAlias_1-3 | FieldAlias_2-3 | FieldAlias_3-3
| FieldAlias_4-3
|
- Signature:
- To add a signature, click OK
. Add the Field Alias into the field name.
- To add a signature, click OK
. Add the Field Alias into the field name.- If there are fields on the Face Sheet that you would like mapped to your PDF, use the Add a Text Field
and use the chart below to determine the appropriate Alias.
and use the chart below to determine the appropriate Alias.PDF Form Field Name | Description | Example |
| FullName | Complete name, first, middle, and last name | Robert Thomas Test |
Name | Name without middle name | Robert Test |
FirstName | First Name only | Robert |
| LastName | Last Name only | Test |
| Address | House number and street | 123 Easy Street |
| City | City | Rochester |
| State | State | MI |
| Zipcode | Zip Code | 48307 |
AddressCSZ | City, State, Zip Code in one line with punctuation | Rochester, MI 48307 |
| HomePhone | Home phone number | ###-###-#### |
| WorkPhone | Work (Business) phone number | ###-###-#### |
| CellPhone | Cell phone number | ###-###-#### |
BirthDate | Birth date | 12/10/1975 |
| ClientRefNo | Client Reference Number (external case number) | V-45446 |
| CaseNo | NextStep Case Number | 435-1 |
| SSN | Social Security Number | 123-65-3456 |
| XSSN | Protected Social Security Number, only the last 4 digits are displayed | XXX-XX-3456 |
- To edit the properties of any field, you would do so under the text field properties in Adobe Acrobat for that specific field. Within this window, there are 8 tabs. The most used tabs are listed below:
- General: contains the Field Alias from NSS Clinical
- Appearance: customize borders, colors, font size, and font
- Position: changes the size and shape of the text or checkbox field
- Options: change alignment, field options, and export value
- Once the PDF has been mapped, click File > Save-As.
- Navigate to the open Form in NSS Clinical.
- Select the Add a PDF Print Template button.
- Enter the Print Template Name, and click the Upload/Change Document button.
- Click the Browse button to locate and select the PDF file.
- Click Upload and then the Update button.
- The PDF is now attached to the Form.
Notes:
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