How to Create or Edit Your PDF Submission Report

December 30, 2024

A PDF submission report is a PDF document containing your form’s submission data that you can download, print, or attach to email alerts. You can customize the PDF document in the PDF Editor.

Follow these steps to create or edit PDF documents:

  1. In My Forms, hover your mouse over your form and click on the More button on the right.
  2. Then, select Create PDF Document or Open PDF Editor under the Data column of the More menu. This will open the PDF Editor in a new browser tab.
Create PDF Document option under the Data column of the form More menu in Jotform My Forms page
Create PDF Document
Open PDF Editor option under the Data column of the form More menu in Jotform My Forms page
Open PDF Editor

Note

The number next to the Open PDF Editor option in the form’s More menu shows how many PDF documents have been created for the form.

Another way to access the PDF Editor is from any page where your form is open, such as Form Builder, Inbox, Workflow Builder, Tables, or Report Builder. Click on the Downward Arrow icon next to the Jotform logo in the top-left corner of the page, then select PDF Editor.

PDF Editor option in the page menu next to the Jotform logo

In the PDF Editor, customize your PDF document by adding elements from the Add Element menu, styling it in the PDF Designer section, and configuring settings like the PDF File Name in PDF Settings.

Add Element, PDF Designer, and PDF Settings buttons in Jotform PDF Editor

The Basic Elements tab of the Add Element menu offers a variety of elements you can add, including text, headings, images, and more. This tab also includes global Form Elements such as Form Title, Submission ID, and Submission Date, along with Workflow Elements like Flow Status and Flow Activity History.

Basic Elements tab in the Add Element menu of the Jotform PDF Editor

A new PDF document will include all the fields your form currently has and display their values by default. If you’ve added a new field to your form and want it to appear in the PDF document with its value, you can add it from the Form Fields tab.

Form Fields Elements tab in the Add Element menu of the Jotform PDF Editor

Notes

  • All changes made in the PDF Editor are saved automatically.
  • You can press CTRL+Z to undo changes to your PDF document immediately after making them, as long as you haven’t closed the PDF Editor.

To create a new PDF document for your form, click the New PDF button. This lets you choose a default layout, a template, or copy existing PDF documents from your forms.

Create a New PDF Document window in Jotform PDF Editor

See also:

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