How to Customize the Standard PDF

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This Article Refers to the Standard PDF

If you are looking to customize your PDF using the PDF Designer, please visit the Help Center section dedicated to the PDF Designer.

Data submitted using GoCanvas can be converted into a PDF (see how to download the PDF, please see our FAQ here).

If you want your PDF to look exactly like your current paper form, you will need a Custom PDF designed by our team of experts.

To learn more about GoCanvas Client Engagement Services, please contact your GoCanvas Customer Success Manager, Account Manager, Account Executive, or submit a ticket to support.

Otherwise the standard GoCanvas PDF can be customized right online.

Customizing PDF Header

The header text of the Standard PDF can be customized.

1. Expand Account in the left navigation and select Account Settings.

2. Under PDF Settings, locate Standard PDF Header and select the Settings button.

3. Type in what you wish to have for a header and Save.

Customizing Account Logo

You can customize the logo that appears in the Standard PDF and submissions seen on a browser. 

1. Expand the Account menu in the left navigation and select Account Settings.

2. Under General Settings, select the Upload button next to Custom Account Logo to upload your image and save. 

Customizing Individual Forms

Want a different logo, header, or font on each of your GoCanvas forms? Follow these steps:

1. Navigate to the Forms page. 

2. Select the Name of the form you want to customize or the gear icon associated with the form.  

3. In the Settings section, select the PDF Options Settings button. 

The header and logo for each individual form can be customized individually.

Note: Whatever you customize on a form-by-form basis will override whatever you do in Account Settings.

Customizing PDF Data

You can include or hide the data submitted by GoCanvas users from their mobile devices in the PDF. 

1. Navigate to the Forms page.

2. Select the form name or the Edit icon in line with the form you want to use this on.

3. Go to the More settings for the field you want to show or hide.
OR
Go to the settings for the screen you want to show or hide.

The specific options dictating when data is visible are:

  • Always: This field will always be displayed on the PDF.
  • Never: This field will never be displayed on the PDF.
  • Only if field is not empty: This field will be displayed on the PDF if the user entered a value.
  • Only if default value has been changed: This field will be displayed on the PDF if the user changed it from the default value.
  • Only if default value has been changed & field is not empty: This field will be displayed in the PDF if the user changed it and it is not blank.
  • Only to addresses set on the email options page: The field will only show up on the PDF sent to addresses specified on the website in the Email Options area. Learn more about how to specify email addresses that your PDFs will always be sent to each time someone fills one out. 

You can also prevent fields from showing up on your PDF

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  • Hi! How can I preserve the name of the field in the pdf even after entering information in it?

     

    For example I have a field that is Name

    Once the customer fills it, in the pdf you just see "John Smith", and I want to see "Name:John Smith"

     

    Thanks,

     

    Dafni

    (Edited )
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