Hi Jairo, being able to send out fillable PDFs is not exactly the same as having the ability to create templates which have an "free text/open text" variable and offer easy document setup:

e.g. for contracts - job description can be a good example > instead of creating a custom field with that description and later populate that into the contract, I'd rather have the ability of selecting the "free text" field and adding this to my template.

There are so many other use cases when this would be most useful, both from the admin and the employee side.

Hi, I'm Jairo, Product Manager of the Core Documents team in Factorial.

I'm happy to announce the launch of our new feature "Fillable PDFs" as part of "Document templates".

There are documents that employees must fill out and sign. Some are mandatory, such as Modelo 145 in Spain or Form W-4 in the United States. So far, Employees couldn’t fill out PDF documents within Factorial.

Now Managers now have the ability to request fill-out and signature tasks for PDF files that are fillable and Employees can fill out and sign documents seamlessly within the Factorial web platform.

Fillable PDFs are now a new type of Document template, a feature for Enterprise plans.

Document managers will be able to create a document template by uploading a fillable PDF file, distribute it to the employees using Documents in bulk and request e-signatures.

We will also provide an Official Document Templates (ODTs) section containing copies of some essential documents such as Modelo 145 (Spain) or Form W-4 (USA).

You can find additional information in our Help Center.

Nos interesa esta opción, para poder integrar documentos y rellenarlos para contar con estadisticas directas

Remove the grey background on the variables, makes the documents look less personal and less professional

Correcto, yo ya lo solicité hace un tiempo. Poder colgar las plantillas, o un documento pdf, y que los empleados puedan rellenar campos, ya sean escritos, X, checks, etc. También, al crearlos, que esos campos podamos colocarlos donde queramos. De momento lo de la firma está bien, pero no podemos colocar el recuadro de la firma donde queremos, por lo que los empleados, algunas veces, firman donde clican, es decir, incluso encima del texto del documento, y eso es engorroso, y hay que repetir proceso.

Así que sí, poder colgar pdf donde puedan ellos rellenar, previamente los administradores indicando los campos y el lugar de los mismos, y poder hacer igual con las plantillas que creamos. Eso sería estupendo, y nos facilitaría muchísimo las cosas.

Quedamos a la espera de esta mejora.

Gracias,

Esto será de gran ayuda, no tiene sentido poder firmar sin rellenar ningún dato. Además de poder firmar en varias páginas, no sólo en una del documento.

Poder rellenar campos antes de firmar