Customize the Standard PDF at the Account level

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This article provides instructions on how to customize your Standard PDF Header and the Custom Account Logo.

The Standard PDF ensures that every submission automatically generates a consistent, professional output for any form with limited customization to streamline setup.


Account Settings

Account Admins can customize the Standard PDF Header and Custom Account Logo in the Account Settings.

Standard PDF Header

If you want the Standard PDF Header to be the same for most or every form's Standard PDF, edit it in the Account Settings. To update the Standard PDF Header, follow these steps:

Navigate to the Account Settings page following the instructions based on your Account View.

Core View
Without Departments With Departments

In the left navigation, expand Account and select Account Settings.

Core View_Left Navigation_Account Dropdown_Account Settings.png
Project View
Without Departments With Departments

At the bottom of the left navigation, click your username to expand the menu and select Account.

Project View_Left Navigation_Username Menu_Account.png
  1. Scroll to PDF Settings, locate Standard PDF Designer and click Settings.

    Account_Account Settings_PDF Settings_Standard PDF Header.png
  2. Enter the information you want to appear in the header section of the PDF in the text box.

    Account_Account Settings_Standard PDF Header_Settings.png
  3. Click Save.

Custom Account Logo

If you want a specific logo on all or most Standard PDFs, edit it in the Account Settings. To upload the Custom Account Logo, follow these steps:

  1. Navigate to the Account Settings page based on your Account View, following the instructions above.
  2. Under General Settings, locate Custom Account Logo and click Upload to open your computers file manager.

    Account_Settings_General_Custom Account Logo.png  .png
  3. Double-click the desired file.
  4. On the Custom Icon dialogue, use the control points to Crop the logo.

    Account_Account Settings_Custom Account Logo_Custom Icon.png
  5. Once you are satisfied with the Preview of your logo, click Save.

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