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- Using Calculations in SureForms: A Step-by-Step Guide
- Calculation Formula Guide
- SureForms Login Block – Step-by-Step Guide
- SureForms Registration Block – Step-by-Step Guide
- SureForms – PDF Generation Feature
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- Not Getting Update Notifications
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- SureForm Submissions Marked as Spam – How to Fix
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- How to Set Up SureForms with Caching Plugins
- srfm_enable_redirect_activation
- sureforms_plugin_action_links
- srfm_quick_sidebar_allowed_blocks
- srfm_integrated_plugins
- srfm_suretriggers_integration_data_filter
- srfm_form_submit_response
- srfm_enable_gutenberg_post_types
- srfm_languages_directory
- srfm_form_template
- srfm_disable_nps_survey
SureForms – PDF Generation Feature
SureForms allows you to create and download styled PDF documents from form submissions. This feature is ideal for confirmations, receipts, reports, and records.
Getting Started: PDF Generation Settings
- Go to Forms > General Settings.
- Scroll down to the PDF Generation section.
Download Required PDF Library
SureForms uses a library to generate PDFs. You’ll need to download it once:
- Click the Get PDF Resource button to download the required library files.
- If needed, you can remove this library by clicking Delete PDF Library.
- A dropdown will appear with “Cancel” and “Delete” options.
- After deletion, you can redownload the resource anytime.
Add New PDF Configuration
Once the resource is added, you can create a new PDF configuration for your site.
Click “Add New” under the PDF Configuration section.
Enter a Name
Enter a Name for your PDF template.
Template Format
Choose a Template Format:
- Visual Mode – Use this simple editor for basic layouts.
- HTML Mode – Use this for advanced layouts with full HTML and inline CSS support.
Paper & Format Settings
Customize your PDF layout:
- Paper Sizes: A1 to A10, B0 to B10, and custom sizes 2012×297mm.
- Orientation: Portrait or Landscape
Password Protection
Optionally set a PDF password for access.
HTML Formatting Tips
When using HTML format:
- Only inline CSS is supported.
- CSS in the `<head>` section will not be processed.
- For best results, apply styles directly to each HTML element.
Attach PDF to Form Confirmation
You can attach a PDF to your form’s confirmation message.
- Go to your form > Confirmation Settings
- Add the smart tag with the Add Shortcode drop-down {pdf:new-template}. Replace template_name with your actual template name.
Send PDF via Email Notification
- Go to your form > Email Notifications
- In the email body, use the same smart tag: {pdf:new-template}. Replace template_name with your actual template name.
- The PDF will be sent as a link to:
- The admin
- Or any user based on your form’s email field.
Downloading PDF via Entries
You can download a PDF at any time via the entries section of your form. This feature is especially useful if you need to access, review, or share a specific submission as a PDF document.
Troubleshooting & Tips
- Make sure you have downloaded and installed the PDF library before creating configurations.
- Use consistent template names when referencing smart tags.
- For custom layouts, always use inline CSS for styling.
- If you encounter issues with PDF generation or delivery, try deleting and redownloading the PDF library.
You’ve now successfully set up PDF generation in SureForms! You can create, customize, and download PDFs.
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