Creating & Managing Documents

 

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Create a Document

  1. Mouse over the Manage Forms tab and select Documents.  
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  2. From the Documents page, select the createdocument.png button.
  3. Choose a document type.
  4. Fill out the details required for your document type.

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Preview a Document

View a preview of the document.  Questions will be answered with placeholders.

  1. Mouse over the Manage Forms tab and select Documents.  
  2. Select the document from the list by clicking on its name.
  3. Mouse over the dropdown beside the document name and press "Preview". 
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  4. The file will download to your computer.  Open it to view it.

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Edit a Document

  1. Mouse over the Manage Forms tab and select Documents.  
  2. Select the document from the list by clicking on its name.
  3. Mouse over the dropdown beside the document name and press "Update". 
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  4. Make the changes and press the "Update" button.

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Copy a Document

Make a copy of the document in the current formspace, or copy it to another formspace.

To Copy the Document:

  1. Mouse over the Manage Forms tab and select Documents.  
  2. Select the document from the list by clicking on its name.
  3. From the drop-down menu beside the document name, select Copy.
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  4. Select the Target FormSpace and document name.
    • Target FormSpace: The formspace the new document will be created in.
    • Target Document Name: The name of the new document.
  5. After completing the required fields, click the "Copy" button.

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Copy Document Configuration

The configuration of visual documents may be complex, and users may want to use the same configuration in another visual document, especially other visual document types (PDF to Word, Word to HTML, etc).  

To Copy the Document:

  1. Mouse over the Manage Forms tab and select Documents.  
  2. Select the document from the list by clicking on its name.
  3. From the drop-down menu beside the document name, select Copy Configuration.
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  4. Move documents to the "selected" list.  The document configuration will be copied to all documents in this list.
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  5. After completing the required fields, click the "Copy Configuration" button.  Note: 

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Move a Document

Documents that are "In Use" by a form cannot be moved.

To Move a Document:

  1. Mouse over the Manage Forms tab and select Documents.  
  2. Select the document from the list by clicking on its name.
  3. From the drop-down menu beside the document name, select Move.  
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  4. Required fields are highlighted with an asterisks.
    • Target FormSpace: The FormSpace the document will move to.
    • Target Document Name: Re-names the document when moved.
  5. After completing the required fields, click the "Move" button.

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Delete Document

Documents that are "In Use" by a form cannot be deleted. Deleting a document is permanent.  

To Delete a Document:

  1. Mouse over the Manage Forms tab and select Documents.  
  2. Select the document from the list by clicking on its name.
  3. From the drop-down menu beside the document name, select Delete.  
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  4. A pop-up window will appear to confirm your action. Click OK to delete.

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Link a Document to Forms and Data Destinations

Documents are connected to data destinations at the form level.  When editing a form, this option can be found in the Destinations tab.  Read here for more information.

 

Auto-Link a Document to a Data Destination

There is also an auto-link option at the data destination level in the Destination Basics tab.  This can save time if most of your forms should be sent to the same location and send the same documents.  Note that these options only apply to forms created after this option has been selected. 

  1. Select "Auto-Link new Forms."  New forms created or imported (in the same formspace) will automatically be linked to this data destination.  
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  2. When "Auto-Link new forms" is selected, a box to "Auto-Link documents" to the data destination will appear.  When the destination is auto-linked to a form, the data destination will automatically be able to send these documents.  
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Download a Document

Form submissions can be accessed two main ways: by delivery through a Data Destination, and by manual download from the web portal.    Pronto Admins can download documents form submissions made by any user on their team.   Pronto Users can manually download documents for forms they have personally submitted.

Manually Download a Data Record Document:  

  1. Mouse over the Data and Analytics tab in the main navigation panel.  
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  2. Select Data.
  3. From the list, find and click on the reference number of the form submission.
  4. On the following page, mouse over the dropdown beside the reference number, and select the document from the list.
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