Inforama Documentation

Annotating PDF forms

If you have a basic PDF without fields you can use the Inforama Annotation Designer to specify the layout. Field definitions are stored independently of the document so won't be lost when you upload a new version of the form.

Create styles for use in Annotations

When you create annotations within Inforama you need to specify styles that affect fonts, colours and borders. Start by going to the project you wish to use and click the Manage Styles link on the top left of the screen.

The style list screen lists the styles that have been defined in the current project.

Click the style name to modify an existing style. You can create a new style at any time by clicking the New Style button. The style entry screen will appear as follows...

Annotate a PDF form with no form fields

You might have a PDF that has been provided by a third party or that you have created in-house using Open Office or Acrobat Pro. See the section on PDF Forms to see how to upload a new PDF template. Click the image below to download the PDF that has been used in this example.

Once uploaded, click the Designer button in the templates table.

If you haven't already created a dataset in your project you will need to do so now. When you get to the Document Editor screen click the Annotation Designer button.

When you get to the Annotation Designer screen you will see the component toolbox at the bottom left of the screen.

The components as they appear are Textbox, Image, Line, Panel, Checkbox, Barcode and Delete. Click the first icon (Textbox) and click an area on the template where you wish to position it. The component will be added to the template and an entry for it will appear in the Annotations tree on the left of the screen. The properties table on the right of the page will be populated with position and default size properties.

Click the Save button to save the modified annotations and click the Designer button to go back to the editor screen.

The annotated component will now appear in the list of components and can be bound to dataset data as usual.