Cognito Forms logo

Document merging overview

In Cognito Forms, you can easily generate PDF and Word documents based on your form data. You can use these documents in all of the following ways:

  • Include links to download documents on the confirmation page of your form
  • Attach documents to email notifications and confirmations
  • Create and download documents when managing entries
  • Share documents at any time via email when managing entries
  • Send documents automatically to hundreds of popular cloud services using Zapier
  • Create JSON webhooks to push generated documents into custom systems

Document Templates

Documents are generated using one of two types of document templates:

1. Standard Templates

You can generate basic PDF files for free using standard document templates. From the Manage Documents dialog, specify what you want to include in the document; such as entry details, receipts, form title, logo, etc. Learn how to create a standard template.

2. Custom Templates

When you need a bit more control, you can customize standard templates by downloading the standard template as a Word document and use our simple and powerful merge syntax to completely customize your generated document.  You can also specify whether you want the output to be in Word or PDF format. Learn more about creating custom templates.

To begin merging documents, first get acquainted with the Manage Document Templates dialog and the places where you can merge document templates with your entries.

Printable View