How can I improve the automatic PDF output of my forms?

  • Profile Image
    HuttonSafetyGroup
    Asked on July 11, 2019 at 01:06 PM

    Hi there,

    We operate hundreds of forms at any given time. At the risk of sounding lazy, I am wondering if there is a better way to ensure the auto PDF output is nicely formatted without having to go in everytime and update the template?


    Here is an example. This was a new form (cloned from an existing form) that we use for a new client. When I check on the output, without a doubt every time it shows all wonky (see below): 

    1562864698Screen Shot 2019-07-11 at 11.0


    With the old PDF output, I found that regardless if I checked out the output, it would format nicely and I wouldn't have to always edit. 


    What would you suggest is the best way that I can ensure a more clean automatic output (below is the edited version)?

    1562864785Screen Shot 2019-07-11 at 11.0

  • Profile Image
    Richie_P
    Answered on July 11, 2019 at 02:38 PM

    You may save your PDF document template so that it can be used if you create another form.

    Go to your layout settings>Customize>Create a Template and click in Save as template.

    Once you have saved your template, you may use the PDF document template by going to Templates>My Templates

    Hope this information helps.

    Please give it a try and let us know if this fits your requirements.

  • Profile Image
    HuttonSafetyGroup
    Answered on July 11, 2019 at 03:39 PM

    Hi Richie,


    I do use templates currently, but I more so just meant I'd love to build a form and have the PDF output automatically layout rather than having to go into editor and switch to that template. 

    It adds quite a few extra steps and as you can image with hundreds of forms it would just be nice if it recognized headers and images automatically. 

  • Profile Image
    Richie_P
    Answered on July 11, 2019 at 04:49 PM

    We can forward a feature request to our developers. However, may we know how would the PDF document/template be detected ? Would there be an option in the Form Builder?

    Do you want to use a single default template to be used for all your forms?

    We will wait for your response.