How do I use the PDF Stamp Component?

Modified on Thu, 10 Oct at 7:49 AM

PDF Stamping is an Add-On Feature
Ensure that your Droplet plan includes PDF Stamping.  Our Professional Services team must configure the PDF stamping feature for it to be functional.  Reach out to us with your PDF, and we’ll help you set everything up.
The PDF Stamp Component lets you map Droplet submission data directly onto a pre-designed PDF layout, perfect for forms that require a specific output format.  Once the form is filled out in Droplet, the data is automatically transferred to the PDF, creating a stamped version of the document.  This stamped PDF is attached to the submission and can be downloaded or viewed from Droplet.  It’s especially useful for government or insurance forms that need to be submitted with their original layout.

The PDF Stamp Component is best when a specific PDF format must be used as an output.  Here are some common use cases:

Government Forms
Many government agencies require forms to be submitted in a specific format, such as tax documents (I-9, W-4, etc.), permit applications, or compliance forms.  The PDF Stamp Component ensures that data entered in the Droplet form is automatically mapped onto the required government PDF layout, making it easier to meet submission standards.
Insurance Forms
Insurance companies often need to submit claims, registration, or policy forms that maintain their original design.  Using the PDF Stamp Component, all the information entered in the form can be stamped onto the exact PDF layout required by the insurer.

Features & Configuration

Adding a PDF Stamp component to your form is easy.  Select the PDF Stamp option from the component library and place it on your form.  Then, our Professional Services team will work with you to link the form to your PDF template — simply submit a support ticket to tackle next steps.


After placing the component, you can customize its properties in the right-hand panel:

Properties

Label
Set a label to explain what the Timestamp is capturing, like “Signature Time” or “Submission Date.” 
Width
Adjust the width of the component (1-12 columns) based on your form layout. 
Template
Our team configures this field with the specific PDF you need stamped.
Filename
Set the name of the PDF file that will be generated when the form is submitted.
Button Text
Customize the text on the button that users will click to generate the stamped PDF.  The default is “Generate PDF.”

Logic

Display Logic
Control when this component shows or hides based on other inputs.

Details

Hint
Provide additional guidance for users by adding helpful text below the component.
Tooltip
Add a tooltip that users can see when they hover over the question mark icon next to the component.
Name
Change the name to a more descriptive identifier that will appear in your data exports.
ID
Each Droplet component has a unique ID for referencing in workflows or visibility settings. Edit the default ID to make it more descriptive for easy reference. 

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