How to Create or Edit Your Form PDF Submission Report

A PDF Submission Report is a downloadable PDF document that contains the data collected through your form submissions. You can use it to print records, share information, or Attach it to Email Notifications. The PDF Editor lets you customize the layout and content of the document so it reflects exactly what you need.

Creating PDF Documents or editing the ones associated with your form is easy. Here’s how to do it:

1. On your My Workspace page, click on Type at the top and in the Dropdown menu that opens, uncheck the boxes next to all the assets except Forms, so only they’ll be shown on the page.

2. Hover your mouse over the form you want to create a PDF Document for, and click on More on the right side of the page.
3. Then, in the Dropdown menu, under the Data column, click on Create PDF Document. You’ll see Open PDF Editor instead if your form had at least one PDF Document created for it previously.

Another way to access PDF Editor to create or edit a PDF Document is from Form Builder or any page where an asset or page linked to your form is open, such as App Builder, Workflow Builder, Inbox, Tables, or Report Builder. Open the App Picker menu at the top of the page next to the Jotform logo and click on PDF Editor in the menu that comes up. That’ll redirect you to PDF Editor.

Creating a New PDF Document in PDF Editor

You can also create a new PDF Document for your form submissions within PDF Editor. Here’s how to do it:

1. While in PDF Editor, click on New PDF in the blue navigation bar at the top of the page.

2. Now, in the Create a New PDF Document window that comes up, select one of the following options:
   • Use Default Layout — This allows you to create a new PDF Document in the default layout, which includes all the fields currently in your form.
   • Use Template — This allows you to choose a template from Jotform’s PDF Templates page and use it right away to generate a PDF Document for your form submissions.
   • Clone Existing PDF — This allows you to copy the style and layout from a PDF Document you’ve already created for another form in your account.

Renaming, Duplicating, and Deleting an Existing PDF Document

You can also rename, duplicate, and delete a PDF Document in a few easy steps. Here’s how:

1. While in PDF Editor, click on the Three Dots icon on the active PDF Document tab.
2. Now, in the menu that opens, select one of the following options:
   • Rename — This highlights the name of the PDF Document on the tab so you can enter a new one. Renaming helps you label documents clearly, especially when you’re managing different versions for specific use cases.
   • Duplicate — This creates an exact copy of your PDF Document, with the new file name prefixed with “Copy of”. Duplicating is useful when you want to try a new layout or make changes without affecting the original version.
   • Delete — This allows you to remove a PDF Document from PDF Editor if you no longer need it. Deleting helps keep things organized, especially when you’re working with multiple versions, and keeps your workspace focused on the documents that matter most.