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Pathagoras can complete PDF fields which currently reflect [bracketed plain-text variables] (i.e., the PDF has been 'Pathagorized' in much the same way that you would 'Pathagorize' a Word document).
To 'Pathagorizing' a PDF, simply type a bracketed variable in each location you want to replace with dataariable from your Instant Database source, just type in the name of the variable. For example:
Save the now Pathagorized document into your collection of PDFs.
When you are ready to 'complete' the form, either call up the PDF first (in which case it will appear in the 'Currently Open' list when you activate the PDF module, or simply call up the PDF module. It simply is "Pathagoras Features | Authoring/Editing Tools | Complete Adobe Forms". ( The previous screen illustrates the steps.)
The following screen will display:
Select the PDF you want to edit/complete, either from the "Open PDFs" list box or from the dropdown list labelled "Other PDFs"). Then select the client or customer's record from the dropdown list at the right (labeled "Instant Database (IDB) Records". Then click the Next button. Pathagoras will instantly and seamlessly call up the selected PDF and apply the selected IDB record to it.
NOTE: If you need to edit the IDB record first, either to check/correct data, or to add fields in the PDF that may not be in the IDB record, click the second box from the top. Then click the Next button. Pathagoras will display the data on the IDB screen for appropriate editing. When done, click the Next button on the IDB screen and Pathagoras will fill out the PDF.
In a matter of seconds, you have a completed form using the data contained in your Instant Database system.