Adding data markers and helpers to PDFs

Include data markers and helpers within PDF documents to automatically recall matter or contact information and produce conditional content when generated on a matter.

To add data markers/helpers

Caution

You will need access to software which allows you to edit a PDF document. The guidance below is based on Adobe.

1. Open the PDF document in Adobe
2. Select Edit PDF
3. Select Prepare Form

This will open the PDF document in the form editor.

To add new data markers/elpers

1. Select Text Field
2. Create the text box in the desired location within the PDF
3. Right click the text box and select Properties
4. Enter the data marker into the Name field

Note

If using a data helper, add the full string within the name field i.e. {{#if property.tenure = “Leasehold”}}This is a leasehold property{{#elseif}}This is not a leasehold property{{#endif}}

Caution

Due to PDF constraints, we recommend limiting the Name field to 127 characters or less.

To edit an existing data marker/helper

1. Any existing data fields will be shown in the right hand side menu
2. Right click on the required field and choose Properties
3. Amend the name field accordingly