What is a fillable PDF?
A fillable PDF is a type of PDF document that includes text fields, checkboxes, or radio buttons that can be filled in by users using a PDF viewer. In order for a PDF to have these fillable features, it must be built using specifics software that allows you to create a pdf with fillable fields.
👩🏫 Examples of fillable PDFs are Modelo 145 in Spain or Form W-4 in the USA, which are document templates provided by the Government that companies need to share with the employees to collect personal information to comply with taxes obligations.
❗ Fillable PDFs are only available for Enterprise plans.
What is an Official Document template?
An Official Document Template (ODTs) is a document template provided by Factorial that users can’t delete. The ODTs are intended for official document templates such as Modelo 145 (Spain) or Form W-4 (USA).
❗ For now, you can only have official document templates for Spain (Modelo 145) and US Form W-4), but soon we’ll increase the list of ODTs for another country.
Where to find the fillable PDFs?
- On your sidebar, click on Documents
- Press Document templates
- Find the fillable PDF’s available
To add a fillable PDF:
- Press Add document template
- Add a Template name
- Add the PDF or DOCX document
- Press Create template
How to send the document?
- On your sidebar, click on Documents
- Press Send in bulk
- Click on the +Add template button on the top right corner
- Select the employee’s folder you want to send in Folder name
- Choose the document template of your choice in the Document template
- Press Import template
- Check the Request e-signature box if necessary
- Select the employees you want to send it
- Press Send to employees
How can employees fill out a fillable PDF?
📑 After sending the document the employees will receive a notification on the dashboard regarding a new document pending to fill out.
- Click on Inbox in your Dashboard or your sidebar
- Press Requests
- Open the fillable pdf
- Fill out the necessary information
- Click on Finish on the left side
- Sign the document if requested
📝 In a few seconds a copy of the signed document will be in the employee folder.