Introduction to TrueContext Documents

A Document is a type of output that contains the data collected in the field. You can set up readable (visual) Documents, such as PDF, Excel, and Word. You can also set up structured data Documents—such as XML, JSON, and CSV—to integrate with your back-office systems. This topic describes the types of Documents that are available and includes links you can follow to learn more about each type.


How a Document works

Note:You can’t attach documents to a Repeatable DestinationClosed A Repeatable Destination is a TrueContext 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 have multiple output documents, each with a different appearance and format. You can choose what to include in each document as well. This makes it possible to generate internal-use and customer-facing documents from a single form submission.

Share Documents Across Forms

Create and customize one document, then use it with multiple forms.

Multi-Language Documents

With the Multi-Language add-on, you can create a single Multi-Language Form and provide it to your field users in multiple languages. Multi-Language Documents render in a Multi-Language FormClosed A Multi-Language Form is a form that’s set up with different translations so that field users can choose their preferred language. Translated content includes page and section names, question text, help text, and other form content.‘s selected language. You can set up the following document types to be Multi-Language.

  • PDF

  • Microsoft Word

  • HTML

The following document types automatically show translated form content when linked to a Multi-Language Form. You don’t need to set them up as Multi-Language.

  • XML

  • JSON

Document Types

Visual and Printed Documents

  • PDF, Word, and HTML Documents: Choose data from your form to include in a PDF, Word, or HTML Document. The following example shows the content you can include in a Document.

    Layout of a PDF Form

    Tip:By default, we automatically create a table of contents in a PDF document that shows the page and section structure of the form. This provides a quick way for admins and field users to navigate through the content of the PDF file.

    PDF bookmarks panel that shows the form pages and sections with the section "Walkabout Checklist" selected. On the reading panel, the selected section is at the top of the panel.

  • Custom Excel Document: Choose data from your form to include in a custom-formatted Excel document.

Structured Data Formats

  • XML: Use data from your form to create an XML file with a customizable structure.
  • JSON: Use data from your form to create a JSON file.
  • CSV: Choose the data to include in a customizable CSV file.

Note:If an XML or JSON document is linked to a Multi-Language Form, the document displays form content in the form’s Selected Language. The document shows translated form content based on the form’s translation file. The key names and question Unique IDs don’t change. For your integrations, use the question Unique IDClosed A Unique ID refers to the specific identifier of a question, form page, form section, or Data Destination. Unique IDs are used as reference points when pulling data for conditional logic, Analytics projects, Data Destinations, and Documents. and not the question text.

Custom Document Layouts

Available on the Advanced and Enterprise tiers:


Our standard layout provides you with a number of options for your output documents. When you need even more control over the look and structure of a document, you can use the Custom Document Editor.

Template-Driven Text Documents

Available on the Advanced and Enterprise tiers:


Meetings and Contacts

These document formats are commonly used in mail, calendar, and Customer Relationship Management (CRM) 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.