RE: Edit PDF

Mike Schmitt — Fri, 16 Jul 2021 14:13:04 GMT

The only method I know of to do live edits to a PDF in an Appian form is to use an integration like Adobe Sign, where the user isn't looking at a locally-stored PDF but rather a template that's been pre-loaded on Adobe's server. This is a good solution when your process requires users to actually fill and sign documents, but likely too complicated and/or expensive for simple "fill out a few entries in a PDF" use cases.

Instead I would suggest you have the user provide data into standard Appian inputs, then use Appian to populate the PDF with the user's entered data. This is quite a bit more user-friendly and flexible; you can do validation on the data entered, allow the user to preview and/or retry if they don't like the initial PDF for some reason, etc. Is there any particular reason this approach won't work for you?