Storing PDF of form entries and merged documents
Store Form Submission as PDF
- Select Store form submission as PDF (Default Template) to store the form entries as PDF files in the default template in your selected drive.
- You can merge field entries and rename the PDF attachment by clicking
icon. - 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.
- 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,
- Select the Store merged document option.
- 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.
- Click Done.
- Click View/Modify your preference to select another document template.
Store Merged Documents for Edited Responses
When a respondent edits their form response, a new merged document is generated using the updated form data. To send this to your configured services, enable the Send merged documents to the configured services when responses are edited checkbox under Store merged documents for edit response and click Done.
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