Every time a form is completed in DataScope, a PDF document is automatically generated as a record of the operation. By default, this PDF follows a standard layout, which can be customized with your company's information and logo.
This guide explains the customization options available to all users in the Standard PDF version. Please note that this version is subject to updates and supports only limited customization. If you need a completely different layout, DataScope offers a Custom PDF feature that allows you to build a document structure tailored to your specific requirements.
📌 Standard PDF
The Standard PDF includes the following information at the top of the document:
Organization information configured under Settings and help > Account Settings.
Organization logo.
Form name.
Form code.
Submission date and time.
Location, if the form was completed from a previously configured location.
Form status, when assigned through the Home tab.
Additionally, it allows you to include:
Custom content at the beginning or end of the document using an image or HTML code.
⚙️ How to Customize the Standard PDF
➡️ Organization Information
Go to Settings & Help > Account Settings and complete your company's information.
The logo uploaded here will also appear in the PDF, although you can configure a specific logo as described below.
➡️ Organization Logo
To add a specific logo to your forms:
Go to Forms > Configure > Configure PDF.
In the Form Logo section, upload your image.
Note: The file must be in PNG or JPG format, have square proportions, a recommended size of 150x150 pixels, and a maximum size of 2 MB.
➡️ HTML or Image at the Beginning or End of the PDF
In the same Configure PDF section, you can upload an image or add HTML code to display at the end of the document.
Important: The Standard PDF only supports the customization options described above. It is not possible to resize images, hide or remove questions, rearrange content, or modify the document structure.
If you require these types of changes or greater design flexibility, you will need to use a Custom PDF, which is built from scratch using the PDF Editor.
📌 Custom PDF
(Available on paid plans)
The Custom PDF is ideal if you need to completely modify the document layout or apply configurations that are not available in the Standard PDF, using the Custom PDF Editor.
How to Access It?
Go to Forms > Configure > Configure PDF > Custom PDF
Click Open PDF Editor.
Inside the editor:
The left panel contains the available components used to build the document.
The right panel allows you to configure the properties and formatting of the selected component.
The components available to be used on the form structure are:
Text: Number or text field
Table: Grouping data as a table
Container: Allows grouping different components that can be repeated
Barcode: Add a Barcode
QR Code: Add a QR Code
Image: Insert an image (such as a signature)
Header: Add a header in the document
Footer: Add a footer in the document
Rectangle: Add a rectangle in the document
V. Line: Allows you to insert a vertical line
H. Line: Allows you to insert a horizontal line
Page number: Add number of pages to the document
Symbol: Add a symbol in the document.
To add a component, simply drag and drop it into the desired position within the document.
🔗 Linking Form Data
To link a component to form data:
Double-click the component.
Select Insert Data Field.
A list of form questions and associated fields will be displayed.
To view the available fields for a question, click the arrow to the left of the question name.
Most Common Fields
name: question name.
value: entered response value.
Note: Questions and fields become available only after at least one complete form response has been submitted. The editor always loads data from the latest submitted response.
💾 Save and Preview
To save your progress:File > Save
To preview the PDF using real data: View > Preview
🤖 DataScope Pro PDF Assistant (GPT)
If you need step-by-step assistance designing or adjusting your PDF, you can use the DataScope Pro PDF Assistant, a GPT specialized in DataScope's Custom PDF Editor.
The assistant can help you:
Choose the right component for your needs.
Resolve layout, structure, and display questions.
Configure more advanced editor settings.
👉 Access the assistant here: https://chatgpt.com/g/g-6914a47ecf888191b49d0e1456bc2b88-asistente-pdf-datascope-pro
Recommended if you are creating your first custom PDF or need quick guidance without leaving your workflow.
💡 ProTips:
To preview the PDF while configuring it, go to View > Preview. The preview uses data from the most recent form response.
For the best experience, use Google Chrome.
If you cannot find fields to link data, make sure at least one complete response has been submitted. The editor always uses the latest response available.
✅ How to Enable the Custom PDF
Once your PDF has been configured, you can activate the template from: Forms > Configure > Configure PDF > Custom PDF > Activate Template
Note: Custom PDF is available only on paid plans.
Need to explore more advanced features? Visit the Support Center for specialized guides on the PDF Editor.