PDF Designer

Learn how to design your PDF documents

For each new data collection form you want to publish, you must also define a PDF document template . If you do not need a printable PDF of the collected data, you can save an empty template. Also for each subsequent modification of the form, you must still pass from the PDF Designing tool before publication, so that the new revision of the form is linked to a corresponding revision of the PDF template and to allow the system to verify that the PDF is consistent with the form and all its variables.

PDF Documents Designing

As for the design of modules, the PDF template designing tool consists of 3 main sections always visible: preview , properties of the objects and components bar . There are then some sections visible only if you enable them: the list of variables (fields) of the form grouped by step (on the left) and the list of objects included in the PDF template, grouped by document section (on the right).
PDF template can be divided into 3 distinct parts:

  1. header
  2. body;
  3. footer.

Header and footer , repeated on each page, must contain the objects to be printed on each page (for instance logo, company name, document name , page number etc.).

In the body of the template you can insert areas (or “layout area” ), that is, lines in which to insert the objects intended to contain the information to be printed, including the values ​​of the variables of each form field, appropriately positioned and formatted through the options available in the properties section of each object (horizontal or vertical position according to the area of ​​belonging, color, format, etc.).

For repeated steps , the system automatically generates tables with all the columns (i.e. the fields of the step), giving the possibility to define all properties (width, height, alignments, data format, etc.) and decide which columns should be printed and in what order.

Pagination depends on the contents of the body. You can insert any form field in any of the 3 sections in the template, being careful not to leave the margins defined for printing (physical or virtual, such as generating the PDF file). The height and width of each section, the format and margins of the entire sheet can be configured from the properties panel, once the section of interest has been selected.

Print preview

At any time, even without having saved, you can try the PDF generation based on the last completed document, if any, otherwise the program will generate the sample values ​​for each type of object, including tables related to repeated steps. You can try any risk-free changes by looking at the preview and saving only after checking process and appearance. The changes will only be stored in the cloud after pressing the “Save” button. The Save and Close button, instead, after saving, makes you go directly back to the form page, from where you can publish it and assign visibility to the various users.

Once you have finished the design of the PDF template and saved, you can publish the form and try to compile it from App and see the PDF with the actual data. If you are satisfied with the result, you can make the form visible to other users App, who can start using it.

Consistent revisions of forms

Whenever you need to edit a PDF of a published form, you need to create a new revision of the form, so that every previously completed document continues to be viewable and editable as when it was compiled, so with the same version of the form and the PDF template. This ensures that data is consistent with components actually present in the form and with objects contained in the PDF template. Thus no data will be lost and any document, even of previous revisions, may be reprinted on request and at any time

Learn more about all our successful cases

Check our Case History