Overview: Documents

 

 

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Documents support features such as sections, repeatable sections, and conditional logic, displaying information in a familiar format if using a visual document, or providing data in a machine-readable format if using CSV, JSON, or XML documents to send data to another system or platform.

 

PDF, Word, and HTML Documents

PDF, Word, and HTML documents also have new design and formatting options that give you more control over your documents, and give you new ways to apply your custom branding.  

Read more about setting up these documents.

 

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CSV, JSON, and XML Documents

These document types have a structure that includes sections, and data from Repeatable sections.  These are used largely to send information to other systems.

Read more:

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