Can I display PDF differently than my form?

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    DevoraG
    Asked on July 17, 2019 at 01:12 PM

    Hi,

    We have a form for our drivers to fill out while delivering equipment to customers. We often email a copy of the form to the customers as Proof of Delivery. 

    The thing is, we only want to customers to see certain fields on the form. Is there a way to edit the PDF in a way where it won't affect the form, so that we could hide some fields on the PDF and send that to the customers, but when the driver submits the ticket back to the office, we can still see all fields? 

    Also, if this can work, we will upgrade to the Gold Plan - is there a way for both the form submission and PDF document to be HIPPA compliant?

    Thank you for your great customer support! JotForms is a pleasure to work with!

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    Nik_C
    Answered on July 17, 2019 at 04:11 PM

    The thing is, we only want to customers to see certain fields on the form. Is there a way to edit the PDF in a way where it won't affect the form, so that we could hide some fields on the PDF and send that to the customers, but when the driver submits the ticket back to the office, we can still see all fields? 

    Yes, you can, our PDF editor will allow you exactly that, to adjust the PDF as you wish, and that will not affect your online form.

    Related guide: https://www.jotform.com/help/384-How-to-Customize-PDF-Submissions-Report

    You can customize how the PDF document (PDF that will be attached to the submission email) will look like.

    If you have any further questions, please get back to us.

    Thank you!

  • Profile Image
    DevoraG
    Answered on July 17, 2019 at 04:55 PM

    So why do I get this warning when I try to delete a field from my PDF? I thought it won't affect my web form??

    1563396913error message.PNG

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    jonathan
    Answered on July 17, 2019 at 07:49 PM

    We apologize for the confusion.

    If I am not mistaken, you must be deleting a field in the PDF Form version in your PDF Editor https://www.jotform.com/pdf-editor/1091695155958070

    1563406976zzz 2019-07-18 07.41.56.png


    Please take note that there are 2 types of PDF - (1) PDF Form, (2) Submission PDF

    The PDF Form version is similar to the normal Form as they can be published on the web.

    How to Create a PDF Form

    While the Submission PDF is the submission PDF Report that contain submission data. It is not a form.

    How to Customize PDF Submissions Report

    ---

    Deleting a field in your PDF Form version will affect the published web form also.

    But if only deleting field in Submission PDF report, it will not.

    I hope this clarifies the matter. Let us know if you need further assistance.





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    DevoraG
    Answered on July 18, 2019 at 10:37 AM

    Where do I find the PDF Report, and how can I edit it? 

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    IvayloK
    Answered on July 18, 2019 at 12:00 PM

    In order to create and open a PDF report (PDF document), you should mark your form and then click on More and then click on Create a PDF document. This will open the report in the PDF editor and you will be able to customize it.

    1563465215chrome_5NT6rvqwuJ.png

    This guide will help you to modify the PDF report:

    https://eu.jotform.com/help/550-How-to-Use-Custom-Fields-Within-a-Text-Field-of-PDF-Template

    Let us know if you need any further assistance.