This guide shows how to perform customization for both cases.

Standard PDF

Your organization’s information and logo will be displayed in the upper left side of the document, as shown in the following image:

Below are the steps to customize your PDF documents:

  •  Organization Information

To customize your organization information, you must enter the Settings > App Settings and complete the form with the information of your organization, such as name, e-mail, address, telephone. 

  • Organization Logo

To add your organization's logo to you PDF forms, you must insert it on the Mobile Form Builder > Configure > PDF. In the "Form Logo" section you can upload the image with the logo ou use a URL of the image.

Note: The file must be in .png or .jpg format, of square proportions, with a recommended dimension 150x150 and a maximum size of 2 MB.

Custom PDF

If you need a specific PDF format, you can configure it by entering Mobile Form Builder > Configure > PDF > Costumized PDF, then enter the "Open PDF Editor" button, as shown on the following image:

Once inside the editor, you can see the structure of the PDF. On the left side, you will access the set of available components to structure the document (red box) and on the right side, the properties and format of the selected component (green box).

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
  • Chart: Add a chart
  • Barcode: Add a Barcode
  • QR Code: Add a QR Code
  • Image: Insert an image (such as 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 in the PDF document, select and drag it to the desired position on the page. To link a component with the form data, you must double click on the component and then select the "Insert Data Field" button.

This will display a list with the questions that the form has, along with the specific fields of each one. To display the specific fields, you must click on the white arrow shown on the left of the question name, as shown in the following image:

Note: To be able to see the questions with their respective elements, it is necessary to have generated at least one answer of the form, using all possible alternatives, from the DataScope application.

From the fields of the questions shown, the relevant ones to add to the form are:

  • name: Corresponds to the name of the question
  • value: Corresponds to the value / answer of the question

After selecting the field to assign to the PDF component, just click on the "Insert Data Field" button.

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ProTip: To preview the PDF document that is being configured, you can enter the View> Preview tab. This action will generate the PDF Document, using the values of the last form response.

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To save the progress of the PDF edition you must enter File> Save.

How to activate the custom PDF

Once the PDF is configured, contact us through the Chat of the DataScope platform to activate your personalized PDF.

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