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1. Adjust the settings of the PDF
Go to the MoreApp Platform and open your form. Go to the Integrations tab and click on Emails to open the configuration. Scroll down to the PDF section.
1.1. Change the name of the PDF
Under PDF name, you can adjust the name of your report. You can use placeholders to custom the name of the report based on each submission.
When you uncheck this option the PDF attachment will not be attached to your email and will only be visible on
the MoreApp Platform.
Note: The filename of the PDF can be a maximum of 255 characters.
1.2. Hide fields that are not filled in
Check the box 'Hide empty fields in PDF' if you want fields that are not filled in to be hidden in your PDF report.
1.3. Header and footer
Activate this option to add a header and footer to your PDF attachment. You can also add an image (logo) as a header. Click on Replace default logo, and your image gallery will be opened.
The footer displays a page number.
Note: The maximum allowable size for the header is 15mm in height by 190mm in width. However, the image is consistently scaled on its height, ensuring it never exceeds 15mm, regardless of the original image’s dimensions. The width will be adjusted to maintain the aspect ratio. There is a margin of 10mm on both sides of the header and a 2mm margin from the top and bottom edges.
2. Adjust the Subforms
Go to the specific Subform you want to configure and access its Email tab. On the PDF section, select the option 'Use horizontal orientation for subform' if you prefer a horizontal orientation for the subform data in your PDF attachment.
Note: If you select horizontal orientation, every field in the subform will be visible in the PDF when ‘Hide empty fields in PDF’ is checked.
3. Customise the PDF with HTML
This feature is available in the Branch, Tree and Forest plans.
If you have HTML knowledge and you want to modify your report manually, you can activate the option 'Customise PDF with HTML'. The Code tab will be opened, so you can adjust the HTML.
You can enable this option in the PDF per email separately. If you added two emails that need to be sent when the form is filled in, you can, for example, activate this option for the PDF of one email and, keep the simple PDF for the other email.
Please make sure that you save a copy of your HTML code. When you click Reset layout the PDF will be reset to the code based on the content of the form. You cannot restore your modified HTML code.
If you click on Preview, you will see what the report will look like.
Note: MoreApp does not offer HTML support.
Here is a list of tips and tricks using HTML:
If you are not familiar with HTML, we offer the Word integration to upload Word templates. You can always contact us or one of our partners for a custom PDF.
* When filling in your digital forms, there are some fields that do not appear in the PDF. These fields are used to give an explanation to the user of the form. An example is the Help field.
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