The Manage Document Templates dialog is where you can add, delete, and configure both Standard and Custom document templates.
Overview
Check each box to set the default details of your basic template, including:
File Name
Specify the default file name and optionally insert field data, such as Name and and Entry Number. This is the name that people will see when they download your document.
Description
Edit the description of your template that appears on your template list. This description is for internal use only and is not visible to anyone except internal Cognito Forms users.
Role
A role must be selected for each Document Template. Fields conditionally hidden or shown based on a role will display according to this selection.
Template Type
Documents are generated using one of two types of document templates:
- Standard: You can generate basic PDF files for free using standard document templates. From the Manage Documents dialog, specify what you want to include in the document; such as entry details, receipts, form title, logo, etc.
- Custom: When you need a bit more control, you can customize standard templates by downloading the standard template as a Word document and use our simple and powerful merge syntax to completely customize your generated document. You can also specify whether you want the output to be in Word or PDF format. Learn more about creating custom templates.
Include?
Check each box to include the fields and information that will be included in your document by default:
- Entry details – Include entry fields. Please note that including entry details will display fields based on the status of the entry at the time of viewing. For example, if an entry goes from Incomplete to Submitted, the confirmation message will display fields that are set to show when the status is Submitted.
- Blank fields – Include fields with no responses.
- Hidden fields – Include fields that display under certain conditions.
- Form controls – Display the document exactly as it appears on your form, with radio buttons/checkboxes/textboxes. See examples of a document with and without form controls enabled.
- Form logo – Include your logo image.
- Form title – Include the title of your form.
- Document page numbers – Include a number at the end of each page.
- Payment details – Include the receipt for a form with payment fields.
How to Access Document Templates
You can access the Manage Document Templates dialog anytime you’re creating an email notification, whether it’s an email tied to an action or one that you’re sending from the Entries Page.
To access while setting up an email notification:
- Click on the email notification that you’d like to attach a document to.
- In the dialog that opens, check the box next to Documents under Attach.
- Click the orange pencil icon to the right of the Documents field.
- Select Manage Templates in the bottom righthand corner of the dropdown field.
