Custom PDFs allow form builders to upload their own PDFs, which can replace the out-of-the-box PDFs generated as part of the form submission. Custom PDFs with form fields can be mapped to Process Automation and Digital Services form elements, allowing for the creation of completely custom PDFs.
Create a Custom PDF
Prerequisite
To use the Custom PDFs feature, you will need a PDF with fillable form fields. Ensure that these fields have informative names so you know which PDF fields to map to Process Automation and Digital Services form elements.
Instructions
Navigate to Forms and select the form you wish to add a Custom PDF to
Select the Settings tab
Scroll to the Custom PDFs section and click Add Custom PDF
Enter a label for your PDF
Drag and drop the desired PDF from your device onto the upload field, or click the upload field to select a PDF from your device's file explorer
Map the PDF form fields to the relevant Process Automation and Digital Services form elements
Note: The PDF preview will only show when you first add the Custom PDF. The preview will not show when you are editing the PDF field mappings later.
Click OK
Click Save to save your changes to the form
The Custom PDF has been created, and it can be added to your workflow events or the Success Message
Add a Custom PDF to a Workflow
Many of the out-of-the-box workflow events have the option to generate a PDF. Each of these can now be replaced with a Custom PDF:
Instructions
Navigate to Forms and select the form you wish to add a Custom PDF workflow to
Navigate to the Workflow tab
Add the desired Workflow event and open the Advanced section
In the PDF Configuration settings, select the Custom tab and choose the desired Custom PDF from the dropdown
Click Save to save your changes to the form
The Custom PDF has been added to your workflow events
Success Message
As part of a form submission, the user is presented with a Success Message. This message can include a button to download the submission PDF.
Navigate to Forms and select the form with the Success Message you wish to add a Custom PDF to
Select the Settings tab
Toggle the Display a button to download the submission PDF switch to 'on,' if it is not already
In the PDF Configuration settings, select the Custom tab and choose the desired Custom PDF from the dropdown. You can also choose to allow resulting filled fields on the PDF to be edited.
Click Save to save your changes to the form
The Custom PDF has been added to the Success Message
Tips and Tricks
With the Custom PDF configured, Process Automation and Digital Services form data will populate the Custom PDF after completing a submission.
Font Size: Set a font size in your PDF editor, as this will be used when generating the content for the PDF. By default, this can be set to "Auto" (automatic), meaning the imported form data will increase in font size until it fills the container.
Multi-line: If you are populating a multi-line text box, enable the multi-line option within your PDF editor. This will ensure line breaks the user adds to the Process Automation and Digital Services form are respected within the PDF.
Field Naming: Ensure the name of the PDF field is relevant, making the mapping process in the system much easier.
Current Limitations
To release the first iteration of the Custom PDF quickly, and to start receiving feedback, a few features are currently not being catered for. If you need any of the below current items or any other feature that is not being catered for, please reach out using our Feature Request Board:
Images: Images uploaded using the Camera or Files element cannot currently be embedded in the Custom PDF.
Repeatable Sets: Elements within a repeatable set cannot be mapped to a custom PDF.