Mapping Fields, Questions, and Answers

Once you upload a form, you can map system fields, general eligibility questions or answers, or prescreening questions or answers to the writeable fields in the client’s PDF form.

1. Display the Manage and Edit Forms screen.
2. To map the first field, display the Primary Fields drop-down list and select the category (entity) with which the field is associated. Note: If you want to map a general eligibility or prescreening question or answer, choose the appropriate question or answer option.
3. Display the Secondary Fields drop-down list and select the system field you want mapped to the form.
4. If applicable, display the Tertiary Fields drop-down list and select the additional value associated with the secondary field.
5. Display the Map To drop-down list and select the form field to which you want to map the system field. Note: The Map To drop-down list contains the names of all the named fields in the writeable PDF form. If you did not name the fields in the PDF file, the drop-down list is empty.
6. Select the Save button by the Map To drop-down list to save the current mapping designation. Once the mapping designation is saved, the Primary Fields, Secondary Fields, Tertiary Fields, and Map To fields are refreshed and the mapping information is displayed in the screen.
7. Repeat Steps 2 - 6 to map additional fields.
8. 7. If you want to preview the form with the mapped fields, select the Preview Form icon or select the form name link.
9. Ensure the Active check box is selected.
10. Select the Save Form icon to save the form. Note: To associate a document other than a PDF form with an activity and a correspondence template (if applicable), complete steps 1-8 only; no mapping is required.