How to download the form as PDF with the same template by default.

  • mysafeworkday
    Asked on September 11, 2024 at 12:41 PM

    Is there a way to set the default attributes of how the completed form looks when it is downloaded. I figured out I can edit each individual PDF but I want the banner to be white all the time. I dont want to have to go in and edit every time.

    How to download the form as PDF with the same template by default Screenshot 20

  • Shirized JotForm Support
    Replied on September 11, 2024 at 1:03 PM

    Hi mysafeworkday,

    Thanks for reaching out to Jotform Support. Can you explain a bit more about the question, so I can get a better idea of what's happening? But if you wish to download all your submissions as PDF that looks like this below:

    How to download the form as PDF with the same template by default Screenshot 30

    If so, when you download the submission as PDF, you just need to select your preferred PDF Document where that banner is all white.

    How to download the form as PDF with the same template by default Screenshot 41

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

    Keep us updated and let us know if you need any more help.

  • mysafeworkday
    Replied on September 11, 2024 at 1:19 PM

    Yes that is exactly how I want it to look when I download it. Is there a way set my PDF preferences. So I don't have to edit it every time there is a form submission.

  • Shirized JotForm Support
    Replied on September 11, 2024 at 1:49 PM

    Hi mysafeworkday,

    Just to confirm, do you want to use this PDF Template for all of your forms? If so, you can create and save PDF templates, and then reuse them later using Jotform's My Templates feature. It's easy to use. Let me show you how:

    To make and save a template:

    1. In PDF Editor, click on the Paint Roller icon on the right side of the page.
    2. Under the Customize tab, choose a background color and then scroll down and enter a title.
    3. Select a category and then click on Save as Template.

    How to download the form as PDF with the same template by default Screenshot 30

     To use/reuse your saved template:

    1. In PDF Editor, click on the Paint Roller icon on the right side of the page.
    2. Under the Templates tab, open the dropdown menu.
    3. Click on My Templates and then choose the saved template that you want to use.

    How to download the form as PDF with the same template by default Screenshot 41

    Give it a try and let us know how it goes.

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