How To Do An Autorat Template

UPDATE: Nosotros are excited to announce that we have simply released the new version of Jotform PDF Editor.

Hey to our Jotform users!

I believe yous are already familiar with the Customize PDF Report feature that we have. However, there'south some other way on how y'all can create a customized PDF file based on your submission data. This is by using the post-obit 3rd party applications:

– Google Spreadsheet

– Autocrat Add-on

You tin find the documentation and assistance guide for AutoCrat on this link.

Here'due south a test grade that I fabricated: https://course.jotformpro.com/72362058406959. After you fill it out, you'll receive the customized PDF certificate in your email, that'south just one of the pick.

Following case scenarios where yous can use this:

A highly customized contract with the submission information on it.

A certificate you want to send to your users based on their submission data.

You desire a PDF copy of the submission but you have your ain format.

You lot can also create multiple PDF files based on one submission.

Below is how you can ready this up in your form:

First, you lot need to create your form.

2. Integrate the form to your Google Spreadsheet account. Here's a guide near it: How to Integrate Form with Google Spreadsheet.

iii. Open your Google Spreadsheet and install the Despot add-on.

iii.ane. Nether "Add-ons" tab, click "Get add-ons".

three.2. Search "autocrat" and add it by clicking the "+ Costless" push.

3.iii. It volition then ask you lot to let your Google account to have this improver accessibility.

iv. Afterwards you have successfully installed Autocrat, you tin find it under the "Add-ons" tab.

5. Kickoff, before using Autocrat, we volition set our folders and template. Beneath are the folders that I have.

– JotForm-Sheet-AutoCrat Binder => This is just my main folder.

— AutoCrat PDF Files => This is the binder where the generated PDF files will exist stored.

— AutoCrat Document Template => This is the folder where the certificate for my templates volition be saved.

You tin, of course, have your own style of organizing the folders. Delight do note that the integrated spreadsheet is non in any of these folders.

six. In my Autocrat Document Template, I created this Google Doc:

Notation that this volition also be the template for the generated PDF file. You can create your own template here. Mine is just a simple way of displaying some information from the submission, static text and set up up a background color. You tin can be as creative on your own template.

What you need to have note of are the tags. You lot can see tags like <>. Note that the name is based on the column proper name in my Google Spreadsheet that was integrated into JotForm. Then the tags are enclosed in <<>>, then the name is based on the column headers in the spreadsheet.

In my case, I'grand fetching the following:

Please note that the upload paradigm hither is hosted in Jotform and what we can practice is evidence information technology as a hyperlink. Unfortunately, we can't embed the image itself (this is based on my own testing, you tin try it equally I might have missed something).

seven. Later on you have created your template, we tin now set up our AutCrat job in our spreadsheet. You lot can open up or launch AutoCrat nether the "Add-ons" tab in your spreadsheet. Below are the steps on how to create our first "job".

Footstep 1: Click "New Job" push. The "job" term means basically a "task" that volition run based on some weather or triggers.

Footstep 2: Name your "job" and click "Next".

Step 3: Cull a template, in our example, we take a Google doctor template that nosotros created earlier. Choose "From bulldoze" option, and from there choose the template. Click "Next".

Pace 4: Here you can cull the "Canvas" as the source of the submission data. In our case, it'southward named "Sheet1". After that, you tin see that the tags are automatically listed and you tin map them to the columns in our canvas.

A special notation on this is the type of data. Beneath you can come across we are mapping the file upload field. We set the type to "Hyperlink" here. Unfortunately, the "Image" type does not work because the file uploads in Jotform is non "publicly" hosted equally far every bit I can sympathise.

After yous accept selected a source sheet and map the columns. Click "Next".

Pace five: Name the PDF files that will be created, we want this unique. Good matter is that we can use the tags from our template here. Then, in my case, I volition apply the <> tag as this is unique per submission. And then in the "Type", you tin can choose "Google certificate" or "PDF". In my case, I want it in PDF. Click "Side by side" after.

Step vi: Hither yous volition cull the destination binder of your generated PDF files. In my case, as nosotros accept discussed earlier, nosotros created the "Autocrat PDF Files" folder in my Google Drive.

Step 7: This is optional, in my instance, I will not create a dynamic folder. To acquire more about this, yous tin can bank check the official guide of AutoCrat. You tin click "Side by side".

Stride viii: This is optional too. In our case, we don't need this because AutoCrat automatically identifies if the row in the sail has already been processed for a generated PDF. Yous tin, of grade, brand use of this depending on how complicated your process is. Click "Adjacent".

Step 9: Here yous tin share the generated PDF file and electronic mail it. The important matter to ready is the "Share dr.?" selection and the "Share doc equally". I set mine to "Yes" and the file type as "PDF".

If you scroll down, you tin can meet that you can fix the e-mail template. Now, this depends on who is your target recipient for this PDF files. If the PDF file is for your ain purpose, and so add your own electronic mail under the "To" line, you tin specify whatsoever email address hither. If you lot want to send and share the PDF file to the person who filled out the Jotform form, and then apply the email tag here.

You tin customize this to your ain preferences. Click "Side by side" subsequently.

Step 10: This is where you need to set the trigger for this chore. Unfortunately, the "Run on form trigger" works on Google forms. So nosotros cannot automatically trigger this job when the Jotform form is filled out. However, you can employ the "Run on time trigger". You don't need to have the spreadsheet opened, this will automatically be triggered, as far as I know. Information technology'due south all-time if yous test this farther to see how it works. The bad news is that the minimum fourth dimension is "1 60 minutes".

After setting up the trigger options, click the "Save" push button.

If you open AutoCrat again, you'll see your task has been created. You can manually trigger the job past clicking the play or run button.

Beneath is an example, I filled out my Jotform form.

I then manually triggered the chore in Autocrat by clicking the play push button. This is how I receive it in my email.

In my Google Drive, you can see that the PDF file has been created.

Wow! That was quite a lengthy guide, just I hope you lot detect this helpful. In case you need a highly customized PDF file for your submissions, feel gratis to effort this out.

If you take any questions, concerns or just to share a feedback on this guide, feel free to comment below.

Cheers!