Your Data, Your Way.

How to create customized PDF and Word docs for your submission data.

 

Baby_memeOne of the many benefits of Device Magic is that you can create your own forms your own way.  Our drag-and-drop form builder gives you almost infinite ways you can create a form and accomplish almost any type of process you’re looking for. One feature that a lot of Device Magic users don’t always know about is the ability to customize a PDF or Word version of your submission data.

 

This feature can be helpful in many situations; maybe you already have your own form and want to replicate the way it looks exactly with Device Magic. Or maybe you don’t currently have company branded forms, like invoices or service orders, and you want to give them a more professional look. You can do all that within your Device Magic account. Here’s how!

Download a Word template

First, you need to download a Word template to show you all the form submission placeholders you can use to customize your Word or PDF document. To do this, create an email Destination for your form, choose either Word or PDF format, and under Step 5, download the sample template by clicking the green button.

Download_Word_template

Customize your template

Below is an example of a sample Word template you can start with:

Sample_Word_template

You can edit and add elements to this file to create your custom output. The text that is surrounded by the “{{“ and “}}” symbols are placeholders for the answers from your form. Wherever you put a placeholder is where an answer from the form will populate. This sample template includes all of the placeholders from your form. By making edits to the Word file, you can create a completely customized PDF or Word output for your form. You can make your custom template as simple or as complex as you like. You can even add logos and tables!

Below is an example of an edited template I created in a Word editor using the sample template from above:

Template_created_example

I kept it pretty simple to illustrate the basics. Below is what the PDF/Word output looks like after a form is submitted and the form data populates the template.

Template_created_output_example

How to use customized templates

Utilizing a customized Word or PDF output is useful in many cases. Some common examples I’ve seen are:

  • Emailing a work receipt directly to a client
  • Creating company branded reports
  • Compliance documents for future audits
  • Summary reports for management

Now that you have custom Word and PDF outputs in your tool belt, go forth and conquer the world! Or at least impress your bosses. Sometimes they feel like the same thing.

 

Written by Brett Long, Senior Account Manager at Device Magic.

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