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.

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).

Where to find the fillable PDFs?

1. On your sidebar, click on Documents
2. Press Document templates
3. Find the fillable PDF’s available

To add a fillable PDF:

1. Press Add document template
2. Add a Template name
3. Add the PDF or DOCX document
4. Press Create template

How to send the document?

1. On your sidebar, click on Documents
2. Click on Send in bulk
3. Select Document Template
4. A new window will appear in which you will have to fill in:
   • Document template we want to use
   • File name
   • Destination folder
   • Request e-signature
5. Select the employees you want to send the document to
6. Press Send to X employees

1. Check the Request e-signature box if necessary
2. Select the employees you want to send it
3. Press Send to employees

How can employees fill out a fillable PDF?

1. Click on Inbox in your Dashboard or your sidebar
2. Press Requests
3. Open the fillable pdf
4. Fill out the necessary information
5. Click on Finish on the left side
6. Sign the document if requested