PDF template options

Give your template a name so you recognise it when assigning a template to an email or integration.

This is the file name of the PDF that will be generated. You can enter your own text here or insert dynamic form field answers that will populate based on each form response. The submission date/time and ID will always be appended to the end of the PDF file name. Leave this field as it is if you do not need to customise the PDF file name.

If there are some fields on your online form that you do not wish to show in the PDF document, insert them here. Leave this blank if you do not need to use this.

If you have a multi-page online form that uses Page Breaks, you can tick this box to have the PDF split pages for each Page Break in your online form.

If you need to add a header to every page of your PDF (such as a logo, title or other information) you can do this here. Leave this blank if you do not need this.

If you need to add a footer to every page of your PDF (such as a page number, document number or other information) you can do this here. Leave this blank if you do not need this. Note: For each option you can use the 'Insert Field' button to insert dynamic content that will be replaced with answers or information from a particular form response. This may include the submitter’s name or phone number, or the date and time of the form response.

Give your template a name so you recognise it when assigning a template to an email or integration.

This is the file name of the PDF that will be generated. You can enter your own text here or insert dynamic form field answers that will populate based on each form response. The submission date/time and ID will always be appended to the end of the PDF file name. Leave this field as it is if you do not need to customise the PDF file name.

This is where you can design the body of your PDF document. You may include text, images or answers and information from your form response.

If you need to add a header to every page of your PDF (such as a logo, title or other information) you can do this here. Leave this blank if you do not need this.

If you need to add a footer to every page of your PDF (such as a page number, document number or other information) you can do this here. Leave this blank if you do not need this.

Give your template a name so you recognise it when assigning a template to an email or integration.

This is the file name of the PDF that will be generated. You can enter your own text here or insert dynamic form field answers that will populate based on each form response. The submission date/time and ID will always be appended to the end of the PDF file name. Leave this field as it is if you do not need to customise the PDF file name.

Upload your existing fillable PDF file. This could be a PDF file you created yourself or a document provided by another organisation.

If your uploaded PDF document contains fillable fields, you will be able to map each field to a field in your online form. Mapped fields will be automatically populated when a PDF is generated after a form submission is received.