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Setting up PDF Export Settings
Setting up PDF Export Settings

PDF Export Settings let you specify which pages should be printed/saved for different audiences, learn to set them up here.

Updated over a week ago

PDF Export Settings let you specify which pages should be printed/saved for different audiences. For instance, you might have a multi-page form where some pages can be shared with customers, a different set of pages that must be sent to an inspection agency, and the rest are for internal use only. With print configurations, you can set three standard options defining which pages can be shared to each of these groups. Whenever you print the form, save it as a PDF, or configure an email workflow, you will see these standard print configuration options and can select the appropriate one for your audience.

PDF Export Settings are set separately for each template using the PDF Export Settings window. To edit your template’s PDF Export Settings, open the template in the Template Editor, expand the gear menu, and select PDF Export Settings.

The PDF Export Settings window allows you to add, remove, or edit your print configurations:

  • To add a new configuration: Click the Add button at the top, then edit the new config that appears.

  • To edit an existing configuration: Click on its Name and enter the desired config name; this is the name by which it will appear throughout the app. Then click on its Pages column and type in comma-separated page numbers and ranges. For instance "1-3,6,8-10" means pages 1 through 3, page 6, and pages 8 through 10.

  • To delete a configuration: Click the X button to the right of the config that you want to delete.

In the example above, we have three configurations for three different audiences:

  • Customers will get pages 1 through 3, page 6, and pages 8 through 10

  • Inspectors will get pages 5 and 10

  • Internal users will get pages 1 through 10

Settings - PDF Exports should use Visible property

If you use the Visibile property on your Template Form View pages, List View sections or tabs, or fields, you can set PDF Exports of this template to also respect this property.

If checked, fields, pages, sections, or tabs that are not visible on the completed form, will also not be included or visible on the PDF Export.

Note: There is an exception to the statement above. If a field, page, section, or tab is made not visible using one of the below functions, it will always be visible on the PDF export. These include:

  • isingroup()

  • Autonumber()

  • GPS()

If one or more of these functions is used in a Visible property on your template AND the "PDF Exports should use Visible property" is CHECKED on the PDF Export settings for this template, the Template Validation tool will show the below warning for each instance:

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