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Creating documents

You can easily save PDF copies of your form data:

  • Go to the Entries page and select an individual entry to expand the entry details.
  • Click the Create Document button at the top of the page to open the templates list.

  • From the templates drop down, you can select a template to save your Pdf copy. To edit these templates, click the Manage Templates link.

  • Next, the Manage Document Templates dialog will appear. You can generate basic PDF files for free using the Standard template type. Or, when you need a bit more control, you can create a custom template. Once you're finished specifying your template settings (such as entry details, receipts, form title, logo, etc.), make sure to save your changes.

Learn how to include your PDF files in your confirmation options and notification/confirmation emails.

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