Managing templates

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:

Manage Document Templates dialog.

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.

Template Type

Documents are generated using one of two types of document templates:

  1. 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.
  2. 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.
    • Blank fields – Include fields with no responses.
    • Internal fields – Include fields that are for internal use.
    • Hidden fields – Include fields that display under certain conditions.
    • Protected fields – Include fields that are protected via data encryption.
  • 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.
  • Form controls – Display the document exactly as it appears on your form, with radiobuttons/checkboxes/textboxes. See examples of a document with and without form controls enabled.

How to Access Document Templates

You can access the Manage Document Templates dialog in four ways: from your confirmation options, notification/confirmation emails, individual form entries, and the share entry dialog.

Including generated documents on the form confirmation page.

Via Confirmation page

Go to Submission Settings in your form builder, and check the Documents box under the Include? option. Click the blank box to open the template drop-down list.

From here, you can select the template/s you want to include on the confirmation page.


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Via notification emails

Open your notification or confirmation email settings, and select the Documents option in the Attach? section.

From here, select which template/s you want to attach.


Creating custom documents on the Entries page.

Via Entries page

Go to your form’s Entries page and select an entry to expand its details. Then, click Create Document and select the template you want to merge with the entry.

After selecting your template, you can open/save your new custom document.


Add documents in the Share Entry dialog.

Via shared entries

Go to your form’s Entries page and select an entry to expand its details. Then, click Share to open the Share Entry dialog and find the Attach? section.

From here, select which template/s you want to attach to your shared link email.