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 to store the form entries as PDF files in your selected drive.
  2. You can merge field entries and rename the PDF attachment by clicking icon.
  3. 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.

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • 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 ...
                                                                                      • Editing Form Entries

                                                                                        To edit a record, 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 and click Update to save ...
                                                                                      • Save & Resume

                                                                                        When you share a form that has numerous questions, it might take a long time for your respondents to fill it out at one stretch. Sometimes, your respondents may not have all the details to complete a form in one go. In the worst case, your ...
                                                                                      • Merging Documents

                                                                                        You can create merged documents in Zoho Writer and WebMerge with the form responses you receive, using the Document Merge option under Settings tab. After configuring Document Merge, In the All Entries section of your form, select the form entries to ...
                                                                                      • Exporting Form Entries

                                                                                        You can choose to export form entries as a CSV or PDF file. Export as CSV Exporting form entries in bulk To export all the form entries in bulk as a CSV file, In the All Entries section of your form, click the Export icon as shown.  Select Export ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources