Page History
Info |
---|
Please note that because RescueGroups.org must set up this feature for you, adding or updating PDF contracts can take several days to a couple of weeks depending on any changes that are required and our current workload. We can also provide the information necessary for you to update your PDF files yourself for the contract if you have the full version of Adobe Acrobat. The updated files would be sent to our support staff and uploaded to your organization account. |
PDF Contract Setup
RescueGroups.org sets up this feature for you. We take an existing PDF or a Word document and create the required PDF form. We may ask for a small fee depending on the complexity of your contract or the frequency of changes.
Here are some guidelines for creating a Word or PDF document that RescueGroups.org can use as a PDF contract:
- To populate the PDF contract with the animal's information, you must create a question on your Online Form with the "Answer Type", Available Animals.
- Use a single blank field for dates and phone numbers:
- Splitting a date into several fields (day of week/date/month/year for instance) is difficult. We aren't able to split a phone number into area code and phone number, such as:(123) 456-7890.
- To include a field for gender or age, create it as a fill-in-the-blank field: Sex ____ or Age ____. We can't use sex or age fields that are written like this: Male: XX Female: __.
- See the available fields section below so that you can create your contract using those fields.
...
Below are the fields available to add to your contract, separated into categories. The field name is obvious. should be straight forward. The description/source column lists the source where the information in a completed form will be pulled. For instance, see adopter-_address. You use the Street, City, State, and Postal Zip code fields. The completed form for a specific contract will combine these to create an address string such as 12115 Mackell Lane Bowie MD 20715 1121 Annapolis RdOdenton MD 21113 (no punctuation will be added in this string).
Contact-related fields
The following fields are available for adding to your PDF contract.
Field name | Description / source |
---|---|
adopter_firstname | The adopter's first name from the adopter's contact record |
adopter_lastname | The adopter's last name from the adopter's contact record |
adopter_name | First and Last from the adopter's contact record |
adopter_address | Street, city, state and zipcode concatenated together with spaces ex: 1121 Annapolis Rd Odenton MD 21113 |
adopter_street | The street address only ex: 12115 Mackell Lane 1121 Annapolis Rd |
adopter_city | City |
adoption_fee | The adoption fee for animal. |
adopter_city_state_postalcode | returns Returns a value like: Newburyport MA 01950 Toronto, ON M7A |
adopter_state | State |
adopter_postalcode | Postal code - zip code(Zip code commonly used in other countries) |
adopter_emailcounty | Adopter's email addresscounty |
adopter_alt_email | Adopter's alternate email address |
adopter_cityemail_state_postalcodealt | Adopter's alternate email addressReturns a value such as Newburyport MA 01950 |
adopter_phone_home | Home phone number |
adopter_phone_work | Work phone number |
adopter_phone_cell | Cell phone number |
adoptioncontract_date | Inserts the The date from the animal adoption record.the PDF contract is generated |
submittedcontract_date | The date the PDF contract is generatedOnline Form was submitted |
Animal-related fields
Field name | Description / source | ||
---|---|---|---|
animal_age | Age string | ||
animal_altered | Spayed/neutered | ||
animal_altered_female | Contains an X for altered female | ||
animal_altered_male | Contains an X for altered male | ||
animal_altered_sex | Contains a combination of Unspayed, Spayed, Intact, Neutered, and Female or Male. Examples: Unspayed Female, Intact Male | ||
animal_birthdate | Birthdate Ex: 5/15/2015 | ||
animal_breed | Primary breed | ||
animal_breed_secondary | Pulled from the secondary breed field. | ||
animal_breeds | Combination of primary, secondary, and mixed Ex: Labrador Retriever/German Shepherd/Mixed | ||
animal_coatlength_long | Pulled from Returns a value of X for the animal coat length field when the radio button for Long is selected. | ||
animal_coatlength_medium | Pulled from Returns a value of X for the animal coat length field when the radio button for Medium is selected. | ||
animal_coatlength_short | Pulled from Returns a value of X for the animal coat length field when the radio button for Short is selected. | ||
animal_color | Color (the detailed color from the text field) | ||
animal_color_general | Color (the drop-down color) | ||
animal_current_size | Pulls from the current size field.Current size and unit of measure Ex: 22 Pounds | ||
animal_housebroken | Housebroken Ex: Yes | ||
animal_name | Name | animal_id | RescueGroups.org animal ID |
animal_microchip_number | Microchip number | ||
animal_microchip_vendor | Microchip vendor / manufacturer | ||
animal_mixed | Returns a value of Y or N. This value comes from the animal mixed field when adding/editing an animal. | ||
animal_origin | Origin field | ||
animal_rescueid | Rescue ID | ||
animal_internalid | Internal ID | ||
animal_sex | Sex | ||
animal_sexfemale animal_sexmale | Contains an X for the appropriate gender | ||
animal_size | General size potential | ||
animal_species | ex: Dog, Cat, Rabbit | ||
animal_speciescat | Contains an X for the appropriate species | ||
animal_sn | Unspayed, Spayed, Intact, Neutered | ||
animal_declawed | Cat declawed question | ||
animal_special_needs | _descrSpecial | needs descriptionNeeds Ex: Yes | |
animal_special_ | journalneeds_ | entriesOne field lists all the items from the animal medical journal entriesdescr | Special Needs description |
animal_journal_entries | The values for animal vetting from the animal journal entries. When using this field on a PDF contract, be sure that the form field "Options" has the "Multi-line" checkbox selected and that a large enough field space is provided to populate with the data. |
Foster-related fields
Note | ||
---|---|---|
| ||
Please be aware, if you include foster fields, foster data will always be listed for the Contract fields if it's available in the database, regardless of the privacy setting on the Foster Contact. |
Field name | Description / source | ||
---|---|---|---|
foster_firstname | The foster's first name from the foster's contact record | ||
foster_lastname | The foster's last name from the foster's contact record | ||
foster_name | First and Last from the | foster fieldfoster's contact record | |
foster_street | The street address only ex: 1121 Annapolis Rd | ||
foster_city | City | ||
foster_state | State | ||
foster_zipcode | Zip code ex. 01950 | ||
foster_postalcode | Postal code (usually used in other countries) | ||
foster_city_state_postalcode | Returns a value with city, state and postal/zip code Ex. Bowie, MD 20718 or Toronto, ON M7A | ||
foster_county | Foster's county | ||
foster_address | Foster's address | ||
foster_email | Foster's email address | ||
foster_email_alt | Foster's alternate email address | animal_weight | Current size and unit of measure Ex: 22 Pounds |
foster_phone_home | Foster homeHome phone number | ||
foster_phone_work | Work phone number | ||
foster | _emailFoster email |
...
_phone_workext | Work phone extension |
---|---|
foster_phone_cell | Cell phone number |
Create a PDF Contract for a user
Once the PDF Contract is set up for your form by RescueGroups.org support, all you need to do to obtain you can create a PDF of the form, once it is set up by RescueGroups.org is to follow these instructions:contract using the following instructions below.
Note | ||
---|---|---|
Note | ||
| ||
Be sure that the name of the animal on the submitted online form is correct before creating a contract. If an application is submitted with no animal name or with the wrong animal name, you will need to edit the submitted online form before creating the contract. |
...
- Click Submitted Forms to display the list of submitted forms in your account (Features > Submitted Forms).
- In the list, next to the form you want converted to PDF format, then click the PDF icon. This icon looks like a document with the corner turned down.
- Complete the information on the form. You will see a list of fields that will be added to the contract, like below:
Some of the values are automatically pulled from your database, but they can be changedRescueGroups.org data, but some may not be, depending on which fields you defined when we setup your contract. You can edit all values before creating the contract. For example, you could edit the Breed name or include more details about the contact. - Ensure the data is what you want to include on the PDF contract.
- Click Create Contract. Your web browser should open or automatically download the PDF document and auto-fill the form values.
Saving the Completed PDF Contract
- , which contains the autofilled field values from the specific submitted form.
- When your team opens this PDF, you may be able to fill in or edit other text fields using your PDF application, if those fields were configured when your PDF Contract was first setup. Please note, If an electronic signature field was configured, you will need to use Adobe Acrobat products to complete those fields.
- If you would like to share a final contract at this point, you can print it now. If you want to email or save a digital copy where the form fields are not easily edited, we would suggest you use your PDF application to save a new version using an option such as "Print to PDF" option.
- If you have saved a digital copy, we would suggest adding it to the appropriate Animal and/or Contact record in RescueGroups.org for your team's future reference.
Save the PDF Contract data fields
You can save a You cannot save the completed PDF contract to your computer, or save it for later use. You can, however, save the ".FDF" data file to your computer to save the fields that were entered when the PDF was created. The ".FDF" file contains the data that is used to fill out the form but does not contain the form (PDF) itself. If you save the the ".FDF" file to your computer and then open it at a later time, the PDF file will be downloaded from the Internet and the data from the the ".FDF" file will be used to fill in the information on the form.
...
Tip | ||
---|---|---|
| ||
Find the PDF Contracts icon next to the name of the online form you wish to use as a printable document. Find the document you want to print and tap the PDF icon. Print. |