Customize PDF copy of the form response

  • gunkel1
    Asked on April 23, 2024 at 3:59 PM

    Is there a way to change the layout of the way a form is printed? I designed a form for information gathering that I need to send to my HQ. Is there a way to change from one long string in my email to a one-two page document?

  • Lesther JotForm Support
    Replied on April 23, 2024 at 4:15 PM

    Hi Christopher,

    Thanks for reaching out to Jotform Support. Are you referring to the copy of the form response that are in the message section of the Notification email and the Autoresponder email? I suggest attaching the PDF copy of the form response, where you can customize the PDF template in the PDF Editor page. We've made a small guide explaining the main aspects of PDF Editor that you might find helpful.

    1. Creating Your First PDF Document

    Let me walk you through the 2 ways to do it.

    Using My Forms page to create a PDF Document:

    • On your My Forms page, hover your mouse over the form you want to create a PDF Document of, and then click on More
    • Under the Data tab, click on Create PDF Document. This will take you to PDF Editor and automatically create a PDF Document for you.

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    Using Form Builder to create a PDF Document:

    • In Form Builder, click on the Downward Arrow icon next to the Jotform Logo
    • Click on PDF Editor, That’ll take you to PDF Editor and automatically create a PDF Document for you. 

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    2. Adding Elements and Form Fields to Your PDF Document 

    Basic Elements:

    • In PDF Editor, click on Add Element menu on the left side of the page. 
    • Under the Basic Elements tab, you can add basic elements to your PDF Document  Text, Image, Line, etc., by dragging and dropping them onto your document. You can use these elements to enhance the contents of your document. 

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    Form Fields: 

    If your PDF Document is missing necessary Form Fields, or you want to add a field more than once, you can add them under the Form Fields tab. Here’s how to do it:

    • On the Add Element menu, click on the Form Fields tab
    • Drag and drop the Form Fields you want to use to your PDF Document

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    3. Using Templates 

    You can use one of Jotform’s PDF Document Templates to save time and make changes on them. Let me show you how: 

    • In PDF Editor, click on the Paint Roller icon on the right side of the page. 
    • Under the Templates tab, choose a template and click on it to use it. 

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    4. Changing the Page Layout

    If you want to use a different layout for you PDF Document instead of the default layout style, here’s how to change it:

    • In PDF Editor, click on the Paint Roller icon on the left side of the page. 
    • Under the General tab, you can select a Layout Type, Size and change the Background Color and Image

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    5. Changing the Alignment and Element Style 

    You can change the alignment, style, font, and size of your elements with this feature. 

    • In PDF Editor, click on the Paint Roller icon on the left side of the page. 
    • Under the Element Style tab, you can make the necessary changes to your PDF Document

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    6. Creating a PDF Form 

    If you want to create a fillable PDF version of your form, this feature helps you do that easily. Here’s how to do it:

    • In PDF Editor, click on New PDF in the blue navigation bar at the top of the page. 
    • Select PDF Form, and then you can either create a fillable version of your form or start from scratch. 

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    7. Sharing Your PDF Document 

    You can easily share your PDF Document using the Send button. Here’s how to do it:

    • In PDF Editor, click on Send at the top-right corner of the page. 
    • Click on Copy Link to copy the share link or you can send your PDF Document via email. 

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    8. Downloading Your PDF Document 

    If you want to download your PDF Document or PDF Form, it’s really easy. Let me show you how:

    • In PDF Editor, click on Download at the top-right corner of the page. Your PDF Document will download automatically.

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    9. PDF Settings

    You can find all settings related to your PDF Document in the PDF Settings menu on the right side of the page:

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    Give it a try and let us know if you have any other questions.

 
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