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Documents

Create PDF reports from forms

Set up the cover, header and page layout in the template. Use that layout to generate a PDF from a completed form.

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Cover
A4 · 210 × 297 mmPadding 20 mm
Logo
INSPECTION REPORT
Prepared for
Inspection date{{startDate}}
TextImageField
Cover layout and file storage settings.
Bands

Arrange the cover, header and footer

Set the height and layout of each area separately. The page’s content area adjusts to those dimensions.

Keep the header and footer off the cover page
Page numbers left, centre or right
Document
Cover pageFull page, its own grid
Header18 mm, repeats on every page
Footer14 mm, page numbers on the right
Page numbers, aligned right
Content margins: 10 mm / 14 mm
CoverBody page
Inspection details
LocationMain warehousePrepared byEmma ClarkeDateOct 12
Equipment checkedWork area clean and safeCustomer informed
Page content area adjusted for the header and footer.
What prints

Choose what goes in the report

Select the sections to include in the PDF. You can leave internal notes and team checklists out of the report.

Sections
Choose whether each section appears in the PDF
General
Address
Internal notes
Settings for including sections in the PDF.
Destination

Choose where PDFs are saved

Generate a PDF on every save or when you need one. Build folder paths using values such as the company and form name.

Write to Formif, SharePoint, OneDrive or your own server
The same path every time, for every branch
Generation
Generate on every saveOff by default — the PDF can still be made on demand
Folder template{{Company}}/Reports/{{Form.name}}Resolves toCompany / Reports / Inspection report
Inspection reportPDF
Folder path template and resulting path.

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