Populating an Adobe PDF Form
Your existing PDF Form's can be populated with the data from your form submission. This solution requires that you have an existing PDF document which contains a Form. logiforms also offer a way to generate Dynamic PDF Documents from each of your form submissions. See our KB article on "Dynamic PDF Documents" for more information.
There are two primary ways to generate a populated PDF document for each form submission. You can download and install logiBridge. logiBridge will contact our server every 5 min's, and automatically download your new form submission data and save a generated copy of the populated PDF Form to your hard drive. This will result in a new PDF file for each form submission. To learn more about using logiBridge to populate PDF Forms, see our KB Article "Using logiBridge to Populate PDF Forms".
The second method is configured through your logiforms account online, and can generate a new Populated PDF Form for each new submission. The PDF documents can also be attached to outgoing autoresponder emails, notification emails and emails sent through the Data Trigger System.
Setting it up - From the Component Details Menu, select the form you want to work with
- Roll your move over the Form Tools Tab, and select PDF Tools
- Click Create New PDF
- Next, choose the type of PDF to create, click PDF Form. See Form More on Dynamic PDF Generation
General Settings On the general settings page, you'll need to upload your PDF Form, give this profile a name you can use to identify it and enter the base file name. This is the name the generated file will get. Note: The generated file will also contain a unique numeric Identifier after the base filename.
Storing the Generated PDF Form You may select if you want to save a copy of each PDF along with each form submission. In some case, you may not want to save the PDF, just have it generated so you can attach it to an outgoing email, but you don't want to bother storing a copy.
| If you do select to save the PDF, you can access it via the submission bin and record detail view and you can also download a zip file of all the populated PDF documents through the Data Management Export Option. |
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If you select TRUE, to store a generated PDF document on each submission you will need to enter the name of the field to store a reference to the PDF document. This field will be automatically added to your form and will be hidden from view. It is used to save the name of the PDF file.
Finally, on this screen, you may select to set the "Update Option" to TRUE.. This means that each time the data is updated, the stored PDF document will also be updated with the new data.
Field Re mapping On the field re mapping screen, match the fields from logiforms to the fields on your PDF form. If your form contains checkboxes, you will see an entry for each form field option that can be matched to the checkboxes on your PDF Form. The checkbox fields from logiforms are identified by the fieldname an underscore character and the option value.
Once you have finished Remapping the Fields, Click continue to complete the Profile Setup Process. | Name the fields on your PDF form and your logiforms Form exactly the same, and the field remapping will be able to select the source and destination fields. This can save *alot* of time on big PDF forms. |
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Attaching the PDF to Outgoing Emails Attaching the PDF document to an outgoing email is easy. Just open your Autoresponder, notification or trigger email profile, and on the first screen you will see the PDF Attachment Drop Down menu (shown here). Select the PDF profile to attach to the email and step through to the end to save the settings.
If you would like to include a link to the PDF Form (requires that you have selected to save a copy of each generated PDF form), see the KB article "Linking to a generated PDF Form" Account Limits & Usage PDF usage is metered through the filespace metric, bandwidth metric and PDF Templates metrics. See your Account Management Screen for Usage Stats and Allowances and to purchase increases to the default limits.
The PDF Templates metric is the number of PDF Profiles you can have at any given time. When storing a copy of each generated PDF, the file space usage metrics. It is important to ensure that you have adequate file space available if you plan on storing a lot of generated PDF documents. Additionally, if you attach a PDF to an outgoing email, your monthly bandwidth allowance will be debited the file size of the PDF document.
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