How can I specify which PDF template to use for a form submission?

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    Asked on July 25, 2019 at 04:58 PM

    I'm trying to figure out if I can have different forms use different PDF templates for generating a PDF of the data submitted.  Is this just handled automatically on a form-by-form basis or is there a place to specify the template to use when generating a PDF?

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    Answered on July 25, 2019 at 06:03 PM

    Hi Jeff,

    If you're referring to creating a PDF template which you can use to format the appearance of PDF attachments of form submissions, yes, it is possible. 

    First, you need to create your templates by creating a new PDF document:

    1564091692create new pdf temp.PNG

    It will open the PDF Editor.


    You can then customize the fonts, sizes, colors, and themes. Then after that, you can save it as a Template, which you have the option to save it as a public or private template.

    Once saved, you can now use that template to all your forms.

    1564092179create PDF template.gif