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Generating + Accessing PDFs from Forms
Generating + Accessing PDFs from Forms

Learn how to generate and export PDF files from form submissions.

Ardis Kadiu avatar
Written by Ardis Kadiu
Updated over a week ago

Overview

You can generate print-friendly PDFs for all types of forms in Element, including main and follow-up forms, and supplemental application forms (Applications > Applications > Supplemental Forms).

This guide will demonstrate how to configure and access these PDFs.

πŸ“™ Note: You must have access to the documents card on the profile view to view/download the form submission PDF. Learn more about configuring custom profile templates.


Configuration for PDF Generation

The configuration process for PDFs is the same for all form types:

  1. Navigate to Engagement > Forms.

  2. Click on the form you'd like to generate PDFs from submissions. Main, follow-up, and embeddable forms are available in Engagement > Forms.

  3. In the form settings, toggle Generate PDF for every form submission? to active. You can also do this for a follow-up form.

  4. The PDF you generate must be associated with an existing document type. You can add a new document type or manage existing document types by navigating to
    ​Data + Automations > Documents > Document Type.

πŸ“™ Note: If you generate a PDF for both the main and follow-up forms, two separate PDFs will be created.

πŸ“™ Note: Any markdown fields on a form will also appear in the generated PDF. If generating a PDF from a supplemental form, the PDF will also include additional information about the user, such as the application name, student type, term, degree, and major (if available).


Accessing PDFs Generated from Forms

The PDF documents generated from a form submission will be available on the user's person profile in their documents profile card.

PDF documents generated from a Form submission are displayed on the student profile on the Documents card. You must have the Documents card displayed on your profile template in order to view the PDFs on the student profile. Learn more about Bolt Profile Templates.

  1. Navigate to Contacts > People or use the search bar in the top right corner to search the student's name.

  2. Locate the student you wish to view the PDF for and click on their name to open the profile.

  3. Look for the Documents card on the user profile. You can also search for it using the search bar.

You can view and download the PDF by navigating to the user's profile from Contacts > People, opening their profile, and selecting the documents card. You can also search for this card.

πŸ“™ Note: It can take up to 10 minutes for a PDF to be generated following a form submission.

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