Hi everyone, Nicky here. Today I want to show you how to create a simple form
in Canva, download it as a PDF file and then add fillable form fields to that PDF
for FREE using a fabulous new tool which I've just discovered.
There's no need to have Canva Pro for this tutorial but if you would like to upgrade for
free for 45 days and have the benefit of thousands of beautiful photographs and Canva Pro elements
all you need to do is click on the link which I'll leave in the description box below.
Hi and welcome to my channel. If you want to learn how to successfully market your brand online
be sure to hit that subscribe button and bell so you're notified each time I publish a new video.
So if you're ready to get started let's dive into Canva. So first things first you want to
start creating the document that you want to add the fillable form fields to. I've already made
a mock-up of new client form that I know a lot of freelancers and virtual assistants send out
as part of their onboarding process. You can see I've already added some subtitles
and some details onto the form. Let me just make background a little bit more transparent so the
text pops out a little bit more. Okay so starting from the top I'm going to show you how to add
spaces where your client can then fill in their details once the form is finished. Essentially
you're going to be creating a really simple table in Canva. If you're using columns like this,
very simple columns, you might want to first of all drag a marker to the centre point so that
you can see where it lies so this document is 21cm wide so this centre point is going to be 10.5cm.
So I'm going to zoom in slightly using this new zoom tool and starting from the top I'm going to
start adding the spaces for the text. To do that head over to the sidebar, click on Elements find
the subcategory Lines and Shapes and click on a line which will bring it up onto your template
here. I don't know if you're already aware of this but Canva has introduced a really simple
new way of making a line which is wonderful if you want to make a particularly thin line. So I'm just
going to click on the line to select it. This will bring up the line formatting menu in the top left
hand corner of your Canva desktop. Here you can choose the colour of your line, the line weight,
the style of your line and how you want the line to be ended. So you can end it with arrows, a
circle, square and so on. And you can even animate the line. But for now I just want a single black
line, I'm going to drag it into place and I'm going to hover my mouse over the end button. And
you'll see that the cursor turns into a very thin cross and I'm just going to resize the line. Okay
to make the line really thin I'm going to click on the 'line weight' tool and slide the button along
the slider until I can see a number '1' in the box. Alternatively you can just type '1' into the
box and hit return. Fabulous! Now I don't need to do this process all over again, all I need to do
is select the line, click on 'Duplicate' and then drag the line to where I want it to be in my form
I'm just going to do the rest
Scrolling down a bit in the next section I'm going to ask my client to select their level of
expertise from a drop down menu. I can't create a drop down menu in Canva so I'm going to leave
this little space blank for the time being. So make sure you keep watching because I'm going
to show you exactly how to create a drop down menu very shortly. Next we come to the signature part.
I'm going to add a line for the names so I'll go back up to the top click on the line,
click 'Duplicate' and drag it down into position. Do the same for the next side.
Okay and I'm going to do the same for the date and sign spaces
Perfect! That's really starting to take shape. Before I download my file I'm just going to
hyperlink my business URL. So to do that if you don't know already select the text,
go to the top right hand corner of your Canva toolbar click on the link icon and add the URL.
Now just click on 'Apply'. Please note that clickable links only work in PDF format. Now
that's completely finished and I'm going to head on up to the Canva toolbar, click on the downward
arrow. I'm going to select my file type as 'PDF Standard' since I don't want to print it and click
on 'Download'. And now I want you to type in this URL into your browsers. If you watched my tutorial
last week I used this tool to show you how to convert a PDF into a Word document. If you missed
out don't worry I'll leave the link to the video in the description box below. DocFly has a free
version and will allow you to create, edit and convert up to 3 PDF files per month. After that
you'll have to upgrade to the paid account but at just £5.99 a month it really isn't expensive.
So you're going to upload your Canva PDF here. You can also drag and drop it into this space.
I'm going to find my file and I'm going to drag it into that space there. Once uploaded you'll be
taken to the DocFly dashboard where you can see your file just here. Next you're going to put
a tick in this little box here and then click on the downward arrow next to the 'Edit' tab
to bring up the editing menu. And from this menu you're going to select 'PDF Form Creator'.
You'll find all the editing tools in this menu right at the top. So now what we're going to do
is we're going to add form fields to our form. Let's start off by adding a text field. Click
on it once. Next you can select how the text is going to look when it's typed into the form fields
so I would select a font that's easy to read, So let's stick with Helvetica. And use a font
size that's going to be clear and legible. You can change the text colour if you like but I'm going
to stick with what I've got. Next I'm going to place my cursor where I want the text field to be,
click on it once. Now I can edit the size of the text box by just dragging out one of these
corner buttons. If you make a mistake don't worry you can delete the text field
by clicking on the trash icon. You can also move the text field around by clicking on this
icon just here. And now I'm going to go ahead and add the rest of the text form fields
Perfect! Scrolling down now here's where we're going to add our drop down
menu. So go to the editing tools at the top and find 'Dropdown Field', click on it once,
place your cursor where you want the drop down menu to appear on your form. Click to place it.
I'm going to just make it slightly bigger, move it down just a little bit. Excellent. Now to add
the choices to your drop down menu go to the right hand side of the form and you'll find some editing
tools. You're going to add the choices into this box here. So I'm asking my clients to
select their Canva expertise so I'm going to add beginner and then click on 'Add'
Intermediate...Superstar! So those are the three choices I've added to my dropdown menu. And that's
all there is to it. If you want to make sure that your client fills in all the information that you
want go to the right hand side of the form field menu and put a check in this 'Required' box.
Scrolling down we're now going to add the signature form fields. So for the name I'm
going to add a text field. Now for the date I'm going to click on the date field and as
we did before I'm going to place my cursor where I want the date to be added and just click once
If you want the date to appear in a particular format you can change it right here
Perfect. And now for the signature form field and again I'm going to go to the top
and find 'Signature Field', I'm going to place my cursor where I want the signature to appear
and there we are
Now when it comes to adding the signatures to your form you as the form creator can actually sign it
within DocFly by placing your cursor within the box here, going to the right hand side toolbar
and clicking on 'Insert Signature'. So you can actually type your signature into this box here
change the font, change the font colour if you like
or you can draw your signature or upload it if you have a digital signature already created
If you need another signature, say for instance your client signature, all you need to do is save
your file, download it using the purple button here and then send your PDF to your client for
signature using a tool like HelloSign. This is what your gorgeous file will look like once
you've downloaded it. Look how easy it is to annotate and add the text into the form fields
So now you can go ahead and create beautiful fillable forms using Canva and my fabulous new
discovery DocFly. If you'd like to learn more about HelloSign I'll leave you the link in the
resources section below. Coming up next is a link to last week's tutorial and
a link to my playlist of Canva tips and tricks. I will see you in the next video.