Lock PDF design

  • Profile Image
    Proptymca2020
    Asked on July 23, 2021 at 11:24 AM

    Hello Jotforms,


    I have a form called New Patient Intake, and I have edited the downloadable PDF version of submissions multiple times.

    After a few times, the form seems to revert back taking out certain answers.

    Is there a way I can have a LOCKED PDF where it will never change?


    BTW I do have conditional formatting on the form.

  • Profile Image
    hanneabl
    Answered on July 23, 2021 at 12:10 PM

    Hi!

    As far as I know, having conditional formatting should not affect the PDF file, but, once you make changes to the form the PDF editor will prompt you the next time you open it to ask if you would like the same changes to apply to the PDF. It will look like this:

    1627055910_60fae7265e26a_

    Could it be that you have accepted the prompt without meaning to? This is the only thing I can see affecting your PDF in the way you describe it.

    Further, while I haven't found a way to disable editing on any given PDF, you can download the PDF you want as a template, and easily access it again in the PDF editor. To do so, start by selecting the Layout Settings.1627056147_60fae8133dff0_

    Then make sure you are in the "Customize" tab, and select "Save as Template" at the bottom.

    1627056215_60fae8572c5e1_

    1627056293_60fae8a5494c0_

    Once you have selected where you want to save it, the name and category, you can find it again in the "Templates" tab, under "My Templates". This way, if there are changes made to the form that also unintentionally was accepted to apply to the PDF, you can easily bring back the PDF format you wanted.

    1627056451_60fae9431c4ce_

    I hope this was helpful!

  • Profile Image
    Alexander_G
    Answered on July 23, 2021 at 06:31 PM

    Hello, Proptymca2020 👋

    Thanks for reaching out Jotform Support!


    I can agree with Hanneabl, Conditions don't affect the PDF design, it can affect the filled information that should be filled.


    You can design the PDF via our Design tool's customize tab. Then, you can create a template for you if you want to create another PDF with the same design:

    1627079469_60fb432d8bbf8_Screenshot 2021

    If you need any further questions - feel free to contact us again.


    Cheers,

    Alex