How to Add (or Update) a Dynamic Form in your Settings for Generating Documents – webCemeteries

File Types that work with Dynamic Forms

webCemeteries Dynamic Forms works with PDF forms. A product like Adobe Acrobat will be needed to create these fillable-field forms. webCemeteries can also support the creation of the Dynamic Forms. Please contact us for further details.

Step 1

Step 2

If you are a cemetery administrator, you will be able to access these settings. If you are not a cemetery administrator, reach out to your cemetery administrator or contact support@webcemeteries.com.

Step 3

Click on "Settings" and select "Dynamic Forms" from the left side menu.

Step 4

Click UPLOAD FORM(S) to add a new form or if you are adding an updated version of a form already in your dynamic forms list.

Step 5

Select the file you wish to upload from your device.

Step 6

An upload pop-up window will appear. You will see your file name. Click SAVE.

If this is a new dynamic form

You will see the an orange circle spiraling while the form uploads.

If this is an updated version of a dynamic form already in your settings

You will see this Upload Options window pop up. You can choose to replace existing forms or create new forms.

Step 7

Click on the file name you just uploaded.

Step 8

You will see the fields from your fillable field PDF show up on the left hand side.

New Form

Each field will have a blue square with a white question mark.

Updated Version of a Form

The system will remember the fields you've already mapped, and there will still be green checks from when you originally matched fields. If you have any adjustments to make, you can re-map, or if you have any new fields to map, you can map them now.

Step 9

One by one, go through each field and match your fillable field title to a webCemeteries field title. For instance, CemeteryName is the PDF's field title and Cemetery.Name is the title in webCemeteries Management.

Step 10

You will know you are done when all of the question marks have changed to checkmarks (there is no separate SAVE button). You can navigate back a step in your breadcrumb to see your document in your Dynamic Forms area.

Step 11

At this time you can upload more files and set them up by clicking "All Forms" in your breadcrumb to go back to your Dynamic Forms list. You can also go to a different module and generate documents from your new dynamic form(s).