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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Sending PDF copies of form submissions
Providing PDF copies to respondents When your respondents submit form entries, they might want to keep a record of the data they have filled out such as purchase orders, complaints they have raised, or applications for their reference. To provide ...Viewing Form Entries
Once you have successfully created and shared a form, the form responses will be listed under All Entries. Here, you can view all entries as a summary, and group them based on certain criteria. You can also change the view, edit the entries, assign ...Save & Resume
Overview When sharing a form with numerous questions, it's important to make the process as convenient as possible for respondents. Filling out long forms in one sitting can be challenging, especially if they don't have all the necessary information ...Using the default PDF template
Table of contents Customizing the default PDF Template Page settings Form settings 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 ...Editing Form Entries
List View To edit a form entry in List view, In the All Entries section of your form, hover over the record and click the ellipsis icon to the left of the record. Select Edit and make your changes in the Edit Record pane. Make the necessary changes ...