PDF Settings | Customize PDFs - Zoho Forms

Using the default PDF template


You can either use the default system generated PDF offered by Zoho Forms which you can customize to your liking or you can create the PDF from scratch with your own template and generate a customized PDF format to meet your requirements.

Customizing the default PDF Template

  1. Navigate to Settings > PDF & Document Merge PDF Editor.

  2. By default, the default template will be enabled. 

  3. To customize the appearance the Default PDF document, click Modify under Default Template.

    Select Default Template

  4. In the PDF Editor, you can name your PDF and customize the page orientation under Page settings and how the form fields should appear under Form settings.

  5. Once you have customized the PDF, click Save .

  6. To revert to the default settings, click Restore Default Settings in the top-right corner of the PDF editor.

  7. To download the PDF of a blank form, click Download.

    PDF Editor

Page settings   

  You can modify the following under the Page settings of the PDF editor:

  • Orientation : You can set your page orientation to Portrait or Landscape.

  • Size : You can select the page size of your PDF from the listed options.

  • Margin : You can set margins for your document here. If you wish to remove margins for the PDF, choose the value for the Left and Right margins to be zero.

    Page Settings

Form settings   

You can modify the following under the Form settings of the PDF editor:

  • Form Header : You can choose to display your form header either on all pages of or only on the first page of the PDF.

  • Background : You can stretch the background of your form to your page size.

  • Fields : You can choose to include or exclude empty fields from the PDFs of form entries.

  • Image Size : You can set the size of the images to be displayed in the form.

  • To display an in-line Subform in your form as a card in the PDF copy, select Show as Card.

    Form settings



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