IMPORTING FORMS INTO ROUTZY

Learn to set up your forms for use inside Routzy.

Bringing your current forms library into Routzy is easy. This guide will show you how to set up a form and import it into Routzy.

1. The first thing you will need is a copy of your form in PDF format. Microsoft Word, Pages, and Open Office Writer all have the ability to save a document as a PDF. Be sure to save each of your documents separately. Also, please be aware that Routzy only supports portrait documents.
2. Open your saved PDF with Adobe Acrobat DC (not Acrobat Reader). If you do not own Adobe Acrobat DC, you can download a free 30 day trial here.
3. Click Prepare Form from the sidebar on the right side of Adobe Acrobat DC.
4. You will be prompted to select a file. Select the current document and press the Start button.
5. Adobe Acrobat DC will then try to come up with a formula for all the form’s empty fields that are typically filled out by hand. Changing the names of these fields will instruct Routzy to automatically populate them with the correct contact data when they’re opened in Routzy. To change the name of a field, right click (command click on Mac) the field and select Rename Field.
6. Choose the formula from the chart below corresponding to the information you’d like Routzy to automatically populate. Copy and paste the correct formulas for each field in your form.
   
   TIP: Get creative! If you want to combine data into one field, all you need to do is type a space between two formulas. For example, to populate title and last name in the same field, you would name the field: “routzyContactTitle routzyLastName”. You can also add punctuation in the same manner. If, for example, you wanted a comma to appear between the title and the last name, you would name the field: “routzyContactTitle, routzyLastName”.
7.  Save your PDF.
8. Email your PDF to an email address you can access from your iPad.
9. On your iPad, open the email, then tap and hold on the PDF attachment. Select Open in Routzy from the menu that pops up.
10. From the resulting menu inside Routzy, select Import file as a fillable form, then tap Import.
11. To add your new form to a contact in Routzy, select a contact, tap the bottom right plus button, then select Form. Select the form you’d like to use, and that form will automatically populate the contact information you just set up. Fields left blank during setup can be filled in by hand.

Need help? Contact support at help@routzy.com.