Docs allows users to customize the output of their submitted forms
Docs allows users to customize the output of their submitted forms by downloading and upload a word document template.
In this article, we’ll be showing you:
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Docs has its own separate section so you can see all your created docs.
To get to Docs you’ll need to click on the 'Documents' tab at the bottom of the page
Creating a Doc or template
To create a Doc or template, on the Doc tab use the Plus button in the top right-hand corner.
A pop up window will appear with 2 options
You can select to 'Create a PDF Template from scratch' or 'Upload and edit an existing PDF template'.
If you select to 'Create a PDF Template from scratch', you will need to give you template a name.
Once you have given the template a name, click on 'Create' at the bottom of the pop up window.
Or if you select 'Upload and edit an existing PDF template', you'll see the 'Select a PDF template' button
Click on the button and this will load up your desktop menu so you can find your PDF.
Once you have selected your PDF, click on the 'Upload' button
Either option, you will now be presented with 3 more options. You can either 'Create a new Array Form from the PDF Template Fields' , 'Link the PDF Template to an existing Array Form' or 'Unlinked PDF Template'
Selecting 'Create a new Array Form from the PDF Template Fields' or 'Unlinked PDF Template' will create a form based on your PDF template or unlink your PDF Template. Click 'Confirm' to save your new template or click on 'Confirm & Design' to save and start to design your template.
If you select 'Link the PDF Template to an existing Array Form', you will need to select what form from the dropdown
Once you have selected your form, you can click on 'Confirm' to save your new template or click on 'Confirm & Design' to save and start to design your template.
Next you will be taken to our Document Designer.
Once you have finished designing your doc, click ‘Save’ in the top right-hand corner of the page.
Your Doc will save on the Document tab so you will be able to edit it by clicking on the Doc.
Downloading your submissions
Once you have uploaded your template, you’ll be able to download a submission into your output format. Click on 'Forms & Report' tab and find your selected form. Now hover over the form to see the report icon.
Now select a submission by ticking the checkbox.
You have the option to download your submission at the bottom of the page.
Click download and a menu will appear with all the download options. The named option will be your uploaded template.
Choosing this option and clicking download at the bottom of the menu will allow you to download your submission into a ZIP folder in your customized output template.