Using the PDF Editor

Using the PDF Editor

Watch a quick video that will walk you through the various features and functionalities of the PDF editor, enabling you to create polished and professional-looking documents for your business needs.




Help Guide:
  1. Create your own custom PDF template
  2. Sending PDF copies of form submissions

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                                                                                                      • Related Articles

                                                                                                      • Creating custom PDF Template

                                                                                                        Table of contents Creating your template from the scratch PDF Layout Elements Text Image Horizontal Line Vertical Line Table Summary Table Header and Footer Fields Matrix Choice Image Upload Image Choices Subform My Templates Using the Pre-populated ...
                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                      • 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, Select Store form submission as PDF (Default Template) to store the form entries as ...
                                                                                                      • How to change the name of the PDF generated in form's name?

                                                                                                        By default, the PDF of form submission is generated in the name of the form. If you wish to customize the name to suit your requirement better, Navigate to Settings > PDF & Document Merge > PDF Editor. By default, the default template will be ...
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