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Forms: Moving a Form to a PDF
Forms: Moving a Form to a PDF

How to format a form into a PDF

Brian Winter avatar
Written by Brian Winter
Updated over a week ago

Creating Your Form

If your goal is to create a form so that you can push the contents of it to a PDF, you'll first want to go to the Form Settings within the Form Builder and update the Page Guide from "None" to "Portrait".

The page guide will now appear showing you the parameters to build your form within. As you build your form vertically, the horizontal page breaks will automatically adjust for a clean cut from page to page.

Form to PDF

Now that you've added your form a to a Project and filled in the data fields, click on "To PDF" to export it. You'll now be presented with a few options prior to receiving the PDF.

  • Orientation (default is portrait - only option for now)

  • Size (default is US Letter 8.5" x 11" - only option for now)

  • Include Header & Footer

    • Items included are:

      • Name of Workspace

      • Name of Team

      • Name of Project

      • Name of Form

      • Date

      • Creator

      • Page Number

  • Include Data

    • This will include all of the data within the form

  • Include Current Formula Values

    • This will include any values of a formula field

  • Editable Version

    • This will allow a user to complete the form within the PDF

Form Example

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