Documents Overview

About

Documents control the format that form submissions can be read or viewed in. A number of different document types are available, ranging from PDF documents, to event invitations, to structured data formats for integration with your back office.

When a form submission is made, it can be downloaded in the format of any document that is linked to the form. Data Destinations can also send data to other services in these formats.

Note:You can’t attach documents to a Repeatable DestinationClosed A Repeatable Destination is a ProntoForms Data Destination that sends data from a Repeatable Section to a field-based, third-party system.. This prevents duplication of the same document across multiple records.

Multiple Documents Per Form

Forms can use multiple documents, each with a different appearance and format. Different data sets can be included in each document as well. This makes it possible for internal-use and customer-facing documents to be generated for a single form submission, for example.

Share Documents Across Forms

Create and customize one document, then use it with as many forms as you want.

Document Types

Read more about creating and managing documents. Select a document type below to learn more about it.

Version 2 Forms

Visual and Printed Documents

Structured Data Formats

Custom Documents

Note: This feature is available on the following tiers: Enterprise, Advanced.

Template-Driven Text Documents

Note: This feature is available on the following tiers: Enterprise, Advanced

Meetings and Contacts

These document formats are commonly used in mail, calendaring, and customer relationship management systems.

  • Event Invitations: Use data from your form to create an invitation that can be sent by email.
  • Business Cards: Use data from your form to create a virtual business card file that can be sent by email.