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

  • Maughan_Jeff
    Asked on July 25, 2019 at 4:58 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?

  • John Support Team Lead
    Replied on July 25, 2019 at 6:03 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 Screenshot 10

    It will open the PDF Editor.

    1564091919temp2 Screenshot 21

    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 Screenshot 32