PDF, Word, and HTML Documents

 

About

PDF, Microsoft Word, and HTML documents can be generated when a form is submitted, and sent through data destinations. 

These document types lay out data from a form submission in a formatted, human-readable format.   These types of documents are typically sent to customers, the office, or to external services for storage after a form submission has been completed.  

Since multiple documents can be attached to the same form,  it is possible to create separate customer-facing and internal documents with a single form submission. 

Note:
This settings are for configuring PDF, Word, and HTML documents.
Read about generating fully custom Excel files. 
Build other fully custom document types with DREL, Handlebars, or Freemarker

 

 

Setup

Create the document following the instructions here.   After choosing a document type, you will see 3 tabs:

  • Document Basics
  • Question Filtering
  • Formatting

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Document Basics

  1. Give the document a unique name, and optionally provide a description. 
  2. Define the document filename; this controls what it will be named when sent through data destinations. 
  3. Choose the Document Timezone Source.  This controls which timezone any date/time answers will be shown in.

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Question FIltering

This tab controls which questions (and their answers) will be included in the document. NOTE: This is only applicable to documents using Standard Layouts. 

 

Hide unanswered Pages/Sections/Questions

Pages, sections, and questions with no answers will be hidden in the document. Use this to keep your documents short and concise.  

Note:

  • If questions are made "Hidden on Device" in the form builder, they will never show in the form, no matter what you choose here
  • If a Page or Section is made "ignored" by conditional logic, it will be counted as "unanswered." 

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Sections/Questions to Include

Optionally choose which sections, or questions to include in the document.  For example, you may want to create a customer-facing document that omits some answers (such as hourly rates) while including this information on documents that are intended for internal use.  

Options

  • Include all sections/questions: All questions will be included in the document.
  • Include selected sections/questions, hide all others: Only the selected fields will be included in the document.
  • Hide selected sections/questions, include all others: The selected fields will be hidden in the document.  All other fields will be included.

 

Be sure to consider the combination of sections/questions you are choosing to include or not include.   For example, if you specify to NOT show a section, the questions inside it will be hidden no matter what, even if they are in the "always include" list. 

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Formatting

There are two main options for customizing the appearance of PDF, Word, and HTML documents. 

 

Standard Layout

The standard layout option will accurately lay out any data from any form submission in a linear easy-to-read format, without any design work required. 

Some configuration include:

  • Omit certain pages, sections, or questions
  • Choose the color and style of various headings in the document
  • Define table layouts for repeatable sections

Read more about these configuration options here. 

 

Ideal for:

The standard layout  meets the design needs of many customers.  It is especially useful for when you  have a lot of forms, as a single document formatted in this way can be attached to any form and will work just fine.    If you update the form, the document will automatically work with your changes.  

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Custom Layout

Note: This feature is a limited release for clients using Version 2 forms. 

Design a fully custom own PDF, Word, or HTML document from scratch.   This is great for documents that will be delivered to customers or other departments who are used to a particular format. 

Configuration options include:

  • Use HTML to get full control over how your document looks; make them exactly match your existing paper forms
  • Use CSS to style your documents effortlessly, and exactly how you need them to look
  • Use Conditional formatting, loops, and more 

Read more about the custom document editor here. 

Ideal for: 

Documents like this is are typically intended for use with a single form, or a set of very related forms.   If you have many forms, you may want to use custom layouts only for your customer-facing documents, as they do take significantly more work to build and update. 

You will need to be familiar with (or ready to learn) a bit of HTML and CSS; for more dynamic documents, you will need to get comfortable with our Form Submission structure. 

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