Manage Form Attachments | Store PDF of form entries and merged documents - Zoho Forms

Storing PDF of form entries and merged documents

Store Form Submission as PDF

After configuring to save the file attachments in a cloud service, you can also choose to store the form submission as a PDF.
To do so, 
  1. Select Store form submission as PDF (Default Template) to store the form entries as PDF files in the default template in your selected drive.
  2. You can merge field entries and rename the PDF attachment by clicking icon.
  3. If you wish to store the Custom Templates and the PDFs sent to the respondents on form submission (for example, the PDF downloaded from the Thank You page, or any PDF sent via email notification), then choose the Store PDFs from submission workflows & Custom Templates option.
  4. Click Save.

Store Merged Documents

You can auto-populate Zoho Writer templates with form responses using the Document Merge option under the Settings tab. The merged documents can be stored in any of the configured cloud services.

To store your merged document,

  1. Select the Store merged document option.
  2. You can choose the Document Merge template from either of the 2 sources:
    • Select Document Merge to choose a document template manually.
    • Select Email Notifications to store the merged documents attached to Email Notification templates.
  3. Click Done. 
  4. Click View/Modify your preference to select another document template.