Using logiforms.com you can generate a new PDF Document with each new form submission. The PDF document is considered "dynamic" because it is generated with the form submissions field values within a template you design. You design the document using our Inline Editor and by inserting your form field wildcards into the body of the document. Use this powerful tool to create mailing labels, ready to print letters, ebooks, receipts and more.

The PDF documents can be to outgoing autoresponder emails, notification emails and emails sent through the Data Trigger System.

Setting it up

• From the Component Details Menu, select the form you want to work with
• Roll your move over the Form Tools Tab, and select PDF Tools
• Click Create New PDF
• Next, choose the type of PDF to create, click 'Create a new Dynamic PDF Document using our Editor'. See "Populating an Adobe PDF Form", For More on Populating Existing PDF Forms

General Settings
On the settings page you can configure various details about the print size and layout of the PDF document as well as security settings, and specific options about file generation. These settings are explained below.

Storing the Generated PDF Form ('Generate Populated PDF for each new submission')
You may select if you want to save a copy of each PDF along with each form submission. In some case, you may not want to save the PDF, just have it generated so you can attach it to an outgoing email, but you don't want to bother storing a copy. It is important to remember that each generated PDF document that you elect to have saved counts towards your file space usage setting. See the last paragraph of this article for more information about usage metrics.

If you do select to save the PDF, you can access it via the submission bin and record detail view and you can also download a zip file of all the populated PDF documents through the Data Management Export Option. Generated PDF documents can also be published using the Publishing Wizard.

If you select TRUE, to store a generated PDF document on each submission you will need to enter the name of the field to store a reference to the PDF document. This field will be automatically added to your form and will be hidden from view. It is used to save the name of the PDF file.

Finally, on this screen, you may select to set the "Update Option" to TRUE.. This means that each time the data is updated, either through the submission bin, Publisher or Respondent Update Mode, the stored PDF document will also be updated with the new data.



Security Settings
Under the Security Settings, if you select to use encryption, you can encrypt the resulting PDF. In addition, once you have selected to use encryption you can also set a password for the PDF and select which permissions the user will have when opening the PDF.

If you elect to use the encryption options for the PDF, logiforms will also allow you to include the un-encrypted text from encrypted fields.

You can enter a fieldname in brackets (a wildcard value) for a password, in order to create a dynamic password for each PDF created. For example, you could set the password to the users email, by entering '[email]' for the password, when there is a field named 'email' on your form.

Creating the Header and Footer
After clicking continue on the General Settings Screen, you will be asked to create a header and footer that will appear on the top and bottom of each page. This step is optional and in many cases you can just leave this blank and click continue to advance to the editor screen.

Creating the PDF Document
Creating the PDF document body uses the same familiar editor your used to using to create AutoResponders and Notifications. The process is the same, design the layout within the editor or use your favorite HTML editor to create the layout and cut & paste it into the editor. Use the wildcard menu to insert dynamic Data from your Form. You can also use [pagebreak] to insert a page break. And don't forget, you can insert your own logo and custom images using the image menu item.

If you have experience using an HTML editor, we typically find that is easier to use your editor of choice to design the layout. You can manually insert field values using the [FIELDNAME] notation. Then, click the Source menu item in the inline editor to toggle to source code view and paste your HTML. Click the Source button again to toggle back to design view. You may find this method easier when designing your layout. Remember, also, that you can export to HTML from many programs, including Microsoft Word, and then paste the resulting HTML into the editor.

Attaching the PDF to Outgoing Emails
Attaching the PDF document to an outgoing email is easy. Just open your Autoresponder, notification or trigger email profile, and on the first screen you will see the PDF Attachment Drop Down menu (shown here). All of the PDF Profiles, for the current form, that you have created will be listed. Select the PDF profile to attach to the email and step through to the end to save the settings.



If you would like to include a link to the PDF Form (requires that you have selected to save a copy of each generated PDF form), see the KB article "Linking to a generated PDF Form"

When testing PDF Document Generation, we Recommend that you set up an AutoResponder Profile and include a link to the PDF form on the Thank You page. You can leave all of the email settings blank. This makes it easy to submit the form and then click the link to preview the PDF. This way, you can return and make changes to the PDF Profile, and then simply reload the 'thank you' page, to re-generate the PDF and view the results, as you make changes until you have the result you want. The benefit is that you do not get charged bandwidth usage for attaching the PDF to an outgoing email and you do not have to wait for the email to arrive.

Account Limits & Usage
PDF usage is metered through the file space metric, bandwidth metric and PDF Templates metrics. See your Account Management Screen for Usage Data and Allowances and to purchase increases to the default limits.



The PDF Templates metric is the number of PDF Profiles you can have at any given time. Additional PDF Templates are $1.95 each. If you have elected to save copy of each generated PDF PDF, your file space usage metrics are debited based on the size of the file. It is important to ensure that you have adequate file space available if you plan on storing a lot of generated PDF documents. Additionally, if you attach a PDF to an outgoing email, your monthly bandwidth allowance will be debited the file size of the PDF document. The default bandwidth usage is set to 500 megs for Professional Accounts and 1 Gig for enterprise accounts and you will most likely not need additional Bandwidth.

The file space metric default is much lower, and if you plan on storing a large number of generated PDF documents, it is likely that you will need to purchase additional file space. You can increase your file space limits through the account management screen. There is a one time charge to increase file space limits that will increase your file space storage capacity indefinitely.