UTA PDF Parser
SmartSimple's UTA PDF Parser allows for fillable forms in PDF format to be downloaded from SmartSimple, completed offline and then re-uploaded to create records within SmartSimple.
Instructions on how to configure a new PDF Parser are available at this page: UTA PDF Parser - Configuration Instructions. A video describing the PDF Parser functionality has also been prepared and is available here: UTA PDF Parser - Video
The following is a run-through of the UTA PDF Parser functionality as implemented on a demonstration copy of SmartSimple.
Contents
UTA PDF Parser Demonstration
Generating the PDF
Access the PDF by opening up a grant record. Click on the Documents tab located on the top.
Locate “Site Visit Form” and click Open to generate a PDF. This PDF will be pre-populated with the client organization details. At the very bottom will be two fields which store unique identifiers for the grant.
Filling Out the PDF
- Open the PDF using Adobe Reader. Be sure to have the latest version.
- The PDF contains sample questions from the following sections:
- Summary
- Area of Focus Alignment
- Eligibility
- Evaluation
Each of these questions corresponds with the matching fields located within SmartSimple.
When finished filling out the fields, in Adobe Reader go to File -> Save.
Uploading the PDF
Within the Staff role, under the category of PDF Uploader, click on the icon labeled PDF Uploader to access the basket.
