Custom PDFs

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The Custom PDF feature allows 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 PDF 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. An example PDF with fillable fields.

Create a Custom PDF Instructions

  1. Sign in to your site

  2. Navigate to Forms and select the form you wish to add a Custom PDF to The Forms tab in the left navigation menu with a form selected on the page.

  3. Select the Settings tab

  4. Scroll to the Custom PDFs section and click Add Custom PDFAdd Custom PDF button

  5. Enter a label for your PDF The Label field on the Add Custom PDF screen.

  6. 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 Drag and drop or click to upload a file on the Custom PDF pop-up.

  7. Map the PDF form fields to the relevant Process Automation and Digital Services form elements Form fields for contact information including name, email, phone number, and description.

    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.

  8. Click OK Highlighted 'OK' button for finalizing the Custom PDF.

  9. Click Save to save your changes to the form

  10. 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:

Add a Custom PDF to a Workflow Instructions

  1. Sign in to your site

  2. Navigate to Forms and select the form you wish to add a Custom PDF workflow to The Forms tab in the left navigation menu with a form selected on the page.

  3. Navigate to the Workflow tab The Workflow tab on the form builder screen.

  4. Add the desired Workflow event and open the Advanced section Advanced menu on the Email submission event.

  5. In the PDF Configuration settings, select the Custom tab and choose the desired Custom PDF from the dropdown Custom tab under PDF Configuration with the option to select a custom PDF and allow resulting filled fields on the PDF to be edited.

  6. Click Save to save your changes to the form

  7. 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.

  1. Sign in to your site

  2. Navigate to Forms and select the form with the Success Message you wish to add a Custom PDF to The Forms tab in the left navigation menu with a form selected on the page.

  3. Select the Settings tab

  4. Toggle the Display a button to download the submission PDF switch to 'on,' if it is not already Configuration options for displaying a success message after form submission.

  5. 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. Success message configuration for custom PDF download settings after submission.

  6. Click Save to save your changes to the form

  7. 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.

Contact form requesting name, email, phone number, and description for license application.


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.