Download submission as PDF and embed form

  • Profile Image
    trcleary
    Asked on November 06, 2021 at 07:35 AM

    I would like to test the form and make sure it has all of the questions properly done.

    I would also like to see the output in excel if available, in pdf if not.

    once the form is finalized, how do I publish it - call Go Daddy (they are hosting the domain)

  • Profile Image
    Billy_G
    Answered on November 06, 2021 at 08:01 AM

    Hello,

    I hope you're doing well and thanks for reaching out.

    You can actually test the form yourself but let us know if you'd like us to do so as well.

    Here's our guide on how to download your submission data in an excel file or a PDF file.

    Here's our guide on how to embed your form to GoDaddy.

    Let us know if you need further assistance.

    Best regards,

  • Profile Image
    venitajohnson40
    Answered on November 06, 2021 at 09:32 AM

    To manually export any form submission as a PDF, navigate to Ninja Forms > Submissions and select the form you wish to export from. Hover over the individual submission you need an export of, and select Export to PDF. PDF Form Submissions includes easy customization options including a document title, filename, header, PDF body formatting via rich text editor, and footer options. These settings can be found in any form under the Advanced tab. To automatically save your form submissions as PDF, you can achieve this through Google Drive integration via CustomWorks. With this integration,every time your form is submitted, a PDF will be created an saved on your Google Drive folder. To request this integration, click here

  • Profile Image
    Karl_B
    Answered on November 06, 2021 at 09:56 AM

    @trcleary

    You can test your form by yourself by going to "PUBLISH" > "OPEN IN NEW TAB"
    and the form will open and now you can test.
    1636205922_618685628e39f_


    If you like to see the output as excel or PDF
    Go to PUBLISH tab
    1636206086_61868606e272f_
    On the left side of the screen select PDF (Download fillable PDF)
    1636206184_61868668d3409_
    Click "DOWNLOAD"
    1636206247_618686a787fdc_


    For Downloading Excel File
    Go to Submissions > Select More\/
    1636206366_6186871e6e4ac_
    Hover the mouse to More\/
    1636206528_618687c056100_
    On DATA Column > Select Submissions and it will redirect to excel files
    you can download all or select the file you want to download

    Once you select the file you want, click the Green Button (Download) on the top right of the screen for the excel file or click the three(3) dots then Download as PDF
    1636206673_6186885192378_



    For further concerns, please don't hesitate to post your question on our Support Forum.

    Thanks!
    Ken™


  • Profile Image
    trcleary
    Answered on November 07, 2021 at 08:21 PM

    Thanks, I got the excel down load.

    How do I make it read up and down instead of left to right (like portrait vs landscape). Row 1 would become Column A, row two would be column B

    The form sends me the data in an email when you hit submit. can I get it to email it to me in excel and save it as excel and skip the default format and pdf file?

    If I can only get the format in the way you originally file it, when I go to view and select all do that mean all of them become excel or csv and I can download them from here?

    Tom

  • Profile Image
    gerardw
    Answered on November 07, 2021 at 11:31 PM

    Sorry but that can only be done after you download the submission as excel. You can use the transpose function on excel to switch the rows and columns.

    Unfortunately, we currently do not have an option to send the excel submission file as an attachment on the emails.

    You could check out our Daily Digest integration, which can be used to send submissions in excel/CSV format daily, weekly or monthly.