I want to attach, by default, a blank, fill-able form that is in pdf format to every new customer record. any way possible?

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we have a pdf form with fill able fields where our agents need to fill out parts and then it gets sent to a doctor where he completes the rest of the pdf and returns it. I would like to be able to have, by default (similar to a default value for a field), the blank form be attached to each new customer record as it's created

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Al

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You can convert your pdf file into a dataurl string using this utility:

DataURL Tools
http://dataurl.net/

I encoded this pdf file as a dataurl string:

https://www.ssa.gov/forms/ss-5.pdf


Then I stuffed the dataurl string into the default value of the field [dataurl] (it is big so it takes a while to save). Finally I created the following formula text field with some HTML allowed and named it [Download] along with styling it a like a button:

"<a href='" & [Dataurl] & "' download='ss-5.pdf' class='Vibrant Success'>Download PDF Application</a>"


Have a try:

PDF Data URL
https://haversineconsulting.quickbase.com/db/bk8jifse7?a=q&qid=1

When you click the download button the file ss-5.pdf will be automatically downloaded.