Editable PDF

RE: Editable PDF

Harsha Sharma — Tue, 10 Jun 2025 10:41:15 GMT

Given your use case you can check this plugin Microsoft Document Editor . Using this you can have the users edit a word document from within Appian itself and once they are done then export that doc to pdf by using pdf tool plugin.

I personally have not explored the Microsoft document editor plugin but given your use case it might suit it very well.

RE: Editable PDF

David Jimenez — Tue, 10 Jun 2025 07:29:42 GMT

The user enters the information they want to display in the PDF through a form in Appian.

When they submit it, you replace those values in an HTML template that has placeholders (for example, ##username##).

Once the replacement is done, you use the 'HTML to PDF' smart service to convert the document to the desired format.

RE: Editable PDF

swetha — Tue, 10 Jun 2025 00:23:33 GMT

can u pls explain more about this

RE: Editable PDF

David Jimenez — Mon, 09 Jun 2025 22:00:16 GMT

YOu can try using a SAIL form, where the user fill the fields, and after that, replace that information in an HTML template, and convert it to pdf.

RE: Editable PDF

swetha — Mon, 09 Jun 2025 15:25:17 GMT

Hi, thank you for your response. I was wondering if it's possible to create a template with checkboxes and upload it to the documents. Is that something we can do?

RE: Editable PDF

VarunTejaGurrapu — Mon, 09 Jun 2025 05:20:54 GMT

Hi,
AFAIK, you can extract data from database tables and generate a PDF, but dynamically editable/fillable dropdowns inside the PDF itself (like a web form) is limited.

For adding text you can use - PDF Tools

But the fillable dropdowns functionality is not possible!!!