Map a fillable form (form mapping studio)

Turn any PDF into a fillable Wealtharu form yourself, right in the app, with no code and no deploy. More forms keep coming in per province, so you author and publish each one from the admin console.

What it is

The form mapping studio lets a platform admin place input fields on a PDF by dragging boxes onto it, bind each box to a Wealtharu value (like the landlord name or the new rent), preview a live test-fill, mark it reviewed by a lawyer, and publish it. Once published, managers can fill it out through the normal guided form flow, and the value is drawn onto the PDF exactly where you placed it.

This works for any PDF, whether it already has fillable fields or is a flat scan. You never need the PDF's internal field names.

Before you start

• The Forms feature (form_filler) must be on. It ships off by default. Turn it on from the admin feature flags.
• Upload the PDF first as a Fillable form template in Templates & library (set the province and a version). You do not need to strip or flatten it.

Steps

1. Go to Admin, open the Templates & library tab, find your fillable form, and click Map fields. The studio opens with the PDF shown.
2. If the PDF already has fillable fields, click Add fields from the PDF to drop a box on each one. Otherwise click Add a field and drag the box to where the value should print. Drag the corner to resize.
3. Select a box to open Field details. Set the label, the input type (text, date, money, choice, checkbox, and so on), whether it is required, and which record value prefills it (for example the tenant name or the new rent). For a checkbox, set the mark that prints when it is ticked.
4. Click Preview to render a test-fill so you can check every box lands in the right spot. Choose Preview with to switch between Sample data (made-up placeholder values, the default) and A real record (pick one of your own leases or properties, and the boxes fill from that record's real details). Real-record preview reads only your own account, sensitive fields stay hidden, and nothing is saved.
5. When it looks right, click Save, then Mark reviewed and publish. Publishing records that a lawyer has reviewed the form and makes it available to managers.

Good to know

• Any change unpublishes the form until you save and mark it reviewed again, so an edited legal form is never served without a fresh review.
• The filled form is tracked like any other document. Sensitive fields are never stored.
• This is tooling, not legal advice. You are responsible for the form's accuracy and for having it reviewed before it goes out.