Save Assembled Form Document as PDF

With HotDocs, you can use the PDF printer driver to save assembled PDF form documents as PDF documents. Creating PDF files allows you to take advantage of features available in Adobe Acrobat.

To save assembled PDF forms as PDF

1. At the HotDocs library window, select a PDF template and click Assemble. (See Assemble a Text or Form Document.)
2. At the End of Interview dialog, click Save the assembled document as a PDF. The Save As dialog box appears.
3. Specify the file path and name for the PDF file, and select PDF File (*.pdf) from the Save as type drop-down list.
4. Optionally, click Security to assign any security options you need to the document. (See Assign Security Options to a PDF Document.)
5. Click Save. The Convert to PDF dialog box appears.
6. Optionally, you can add information about the document's title, subject, author, or search keywords. Otherwise, click OK. The assembled document is saved in PDF format.

If the file you're using to create a PDF document is a form document, the answer fields and other HotDocs features are removed. Only the current answers are shown as static text on the PDF document. If you may need to edit the answers later, you should first save the file as a PDF-based form document (.HPD), then save another copy of the file as a PDF.

Information you type in the Convert to PDF dialog box is saved as metadata embedded in the PDF-based file. HotDocs does not use this information, but other programs that work with PDF files may access this metadata. (For instance, if you open a PDF or PDF-based form template in Adobe Acrobat, you can select Document Properties (File menu) to see the values in these fields.) For form templates, the values input here will also be set in any PDF documents assembled with that template.