PDF attachment of actual form the way it looks when filling out

  • Profile Image
    poolcity
    Asked on July 10, 2016 at 01:14 AM

    Is there a way to get the pdf attachment that is emailed to me, actually look like the form filled out?

    Currently the pdf attachment is more of a black/white spreadsheet look.

     

  • Profile Image
    Irshad
    Answered on July 10, 2016 at 03:38 AM

    If you want to modify the layout of the PDF submissions, you can do that using the "Customize PDF" feature under the "PDF" button in your submissions page:

    Please note that this will create a FIXED PDF layout, meaning it does not adjust based on your submissions' content. It is similar to a paper print layout. Please also note that this will apply to all of your PDF submissions on that form, including the one attached on your email alert.

    Once the customized PDF is created, you should be able to see it under the "Reports" drop down list where you can edit or delete it:

     

    If you still have any query, or need further assistance, please feel free to contact us.

    Thanks

  • Profile Image
    poolcity
    Answered on July 10, 2016 at 02:49 PM

    I went through these steps.

    There is no step telling me how to make the pdf attachment look like the actual form when filling it out.

    Please reply with more instructions.

  • Profile Image
    jonathan
    Answered on July 10, 2016 at 06:03 PM

    You can review the screencast video below on how to use the PDF Designger.

    Please underatand that the PDF Designer is still a work in progress. So the customization tools available are still very limited.

    When you customized the PDF report, it will be used to all the PDF submission report for that form (in email, in report, and in submission viewer)

    Here is the default email attachment of PDF report in my email when I test it on my form.

    and here is the customize PDF report version. 

     

    Hope this help. Let us know if you need further assistance.

  • Profile Image
    poolcity
    Answered on July 11, 2016 at 01:56 AM

    The video is very helpful.

    But, unfortunately I am not getting my question answered.

    I don't want to customize the pdf.

    I want to:

    - customer goes to online form and fills out, clicks submit

    - when I receive the email of submission, with a pdf as attachment

    - I would like the pdf filled out by customer, to look the way the original form looks

    Can I do this?

    How?

  • Profile Image
    Irshad
    Answered on July 11, 2016 at 06:45 AM

    As described by my colleague Jonathan, in previous post, once you will customize the PDF, then you will receive that customized PDF as attachment, when you will receive email submission notification.

    Unfortunately we do not have option, where by default pdf can look exactly same as per the Form Design.

    After the customization of PDF, you may get the look of PDF similar to Form Design, and that customized PDF you will receive on email notification, after the Form submission.

    If you still have any query or need further assistance, please feel free to revert back.

    Thanks