PDF Destination

Another way in which you can get flexibility with your forms is through the use of the PDF Destination, which is available on our paid plans. With the PDF Destination, you can export your form and send it to the recipient in PDF format.

To do so, all you need to do is follow the simple steps outlined below:

Once you’ve saved your form and exited the designer, you will arrive back at the Forms page. Go to your "Forms" page and click the link in the destinations column of the form you would like to add the destination to. 

Note: If there are no destinations added to your account, this button will read "0".

 

 

Now, once you’ve been taken to the Destinations page, you can click the “New Destination” button.

 

 

A new page will load, and on it you will see different destinations to send your data. In this example, "E-mail" has been selected.  After selecting the destination, choose the "PDF" format.

 

 

You will also see an option to send your images to a different destination. Check the box if you would like to do this, and select from the destinations provided.

 

 

If you like, you can add a Description in your "Destination Options" box, this is optional.

 

 

At this point, you will see "Adobe .pdf Options" beneath the chosen destination. Click "Show Options" to open up the Adobe .pdf options. It will look like this:

 

 

This section is where you can add a file name (not required), view the available placeholders (by clicking "Show me placeholders I can use in this file name"), and download a sample template (so you can see how your PDF form will look, and so you can see the available placeholders).

In addition to that, this is where you can upload your own customized Word Document template. Use the available placeholders for your form, design it according to how you want it to look when you receive it in PDF format, and upload it in the space provided.  More information on customizing templates can be found here

Beneath that section, you will get to your chosen destination's Configuration section. It will look something like this:

 

 

Fill in the e-mail addresses you want to send the PDF to and click "Create Destination".

 

 

You will then be taken back to your Forms page, where you will see your new destination added to the list.

Lastly, upon submission of data, you will receive the PDF version of your form at the destination you selected.  This completes our overview of adding the PDF destination.  If you have any questions or comments feel free to send us a message at support@devicemagic.com or leave us a comment below.

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Comments

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    I want to use one form for sending reports from multiple locations to many clients.
    The location is selected by the operator who won't know the clients' destination email addresses. I'd like to route the report pdf to an email address dependent on the location selected, so if I select "1 High St" the report goes to highstshop@gmail.com.
    Ideally, I'd like to hide the destination mail from the operator.
    I can almost do this using "specify custom identifiers" for the options in a select question: I've entered the email addresses as identifiers. The report is routed accordingly but the problem is that the identifier replaces the text in my report, so the answer to my question "Property Location" displays as "highstshop@gmail.com" rather than "1 High St".
    How can I work around this?

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    Also, this only works if all the identifiers are different, so I can't automatically send reports for two locations to the same email address.

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