How to convert PDF Document to Survey

  • Galzarano
    Asked on November 11, 2024 at 1:52 PM

    I would like to convert this risk questionnaire into a Jotform survey. Is it possible to convert a PDF document into a survey.


    I attached a screenshot of page 1. There are two pages to the PDF document.

    Jotform Thread 21037851 Screenshot
  • Galzarano
    Replied on November 11, 2024 at 1:53 PM

    How to convert PDF Document to Survey Image 1 Screenshot 20

  • AllanBrian_M
    Replied on November 11, 2024 at 2:55 PM

    Hi Rich,

    Thanks for reaching out to Jotform Support. Jotform makes it easy to integrate your PDF files using Smart PDF Forms. Let me walk you through it:

    1. On your My Forms page, click on Create Form on the top-left side of the page. 

    2. Choose Import Form and then Import PDF Form.

    3. Now, upload your PDF file.

    How to convert PDF Document to Survey Image 1 Screenshot 50

    4. Add the necessary fields and customize them using the Add Form Element menu on the left side of the page.

    How to convert PDF Document to Survey Image 2 Screenshot 61

    Sometimes, the fields that are automatically created in the PDF file will be in the wrong place. If that happens, you'll have to move and resize the fields. Check out the screencast below to see how to do that: 

    How to convert PDF Document to Survey Image 3 Screenshot 72

    That's it. The final preview will look like the one below:

    How to convert PDF Document to Survey Image 4 Screenshot 83

    Give it a try and let us know if you need any help.

  • Galzarano
    Replied on June 2, 2025 at 1:29 PM

    I tried using this feature and its terrible. Doesn't come even remotely close to duplicating the original PDF. I would have to rebuild this entire form from scratch.


    Form is titled Envestnet Risk Questionairre.


    Here is the form link - https://form.jotform.com/251524978199069


    Can you please help figure out how we can correctly build this form?

    Thank you.



  • Joeni JotForm Support
    Replied on June 2, 2025 at 2:37 PM

    Hi Galzarano,

    After uploading your Original PDF Document, you can manually adjust the fields in your Smart PDF Forms. Use the Basic elements within the Smart PDF Form Builder to distinguish between questions and answers effectively. Let me show you how:

    1. In Smart PDF Forms, click on the +Add Element button at the left side of the panel to open the Form Elements menu.
    2. Under the Basic tab, select the Single Choice element and add it to your form.
    3. Click on the Gear icon, add the Question Title to the Field Label input box.
    4. Then, go to the Options tab and add the Options in the Input table.

    How to convert PDF Document to Survey Image 1 Screenshot 30 Once done, make sure that you properly map the fields to your Original PDF. Take a look at the screenshot below:How to convert PDF Document to Survey Image 2 Screenshot 41Give it a try and let us know how it goes.