Changing Record Summary Layout
In the Entries
section of your form, you can select how the summary records is presented by choosing from any of the PDF templates that you have created and published under
Form Settings
>
PDF Editor. This way, you can present the information in a format that aligns with your specific needs and preferences.
To change the layout of the record summary,
- In the Entries section of your form, click the horizontal ellipsis in the top-right corner.
-
Click the Summary Layout
option.
-
In the pop-up, all the custom templates published will be listed. Choose a template and click
Save.
- To download or print a record summary, click the corresponding entry from the Entries section and choose the relevant icon on the right.
Note: When you download a record that has been applied with a PDF template, please be aware that it will consume 1 PDF Usage credit. You can however print the record without using the credits.
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