Create similar PDF documents to be used on different forms

  • completepostproduction
    Asked on March 6, 2019 at 2:51 PM

    Hello, I'm trying to find out how to make my attached PDFs look similar from each different form we have.

    Our notification emails come from a Video order and a Photo order. The two orders are set up similarly (at least as I can tell), however, the attached PDFs appear different. I would like them to look like the attached PDF to the Video order notification.

    How do I do this?

    I attached a screen shot of how I want both notification attachments to look.


    Cheers!

    Jotform Thread 1753066 Screenshot
  • Richie JotForm Support
    Replied on March 6, 2019 at 3:46 PM

    To clarify, do you want to use the PDF template for the video Form?

    You may save your PDF document as a template. Go to your Layout Settings>customize and click  the button Save as Template.

    Create similar PDF documents to be used on different forms Image 1 Screenshot 30

    Once you have saved your template, you may use this template on another form.

    Just go to your Layout Settings>Templates>then in the dropdown field choose My Templates and select the template you want to use.

    Create similar PDF documents to be used on different forms Image 2 Screenshot 41

    Please give it a try and let us know if you have further questions.