Create PDF documents

In Flowfinity, you can automatically generate a PDF document from any form layout with one click or touch on a mobile device. You can also include a PDF of a form as an attachment in an automated email notification.

Customize Layouts

1. Select the appropriate Site from the top right drop-down menu. If you are working within a free 14-day trial system, ensure that the App Editor Site is selected.
2. Click on the 'Configure' tab
3. In the 'Apps' section, create a new app or customize an existing one
   
4. In the Form Section, click Layouts
   
5. Click on the layout that will be used to generate a PDF document and select 'Edit layout' from the menu
   
6. Configure the page header, image banner, color scheme, and footer, then click 'Save'
   

Save as PDF

7. To allow automatic PDF generation for viewing and saving, select Operations from the top menu and click the 'Add operation' button
   
8. Select 'Save As PDF' from the Type dropdown in Operation settings, and select the appropriate layout
   
   
   Note: The operation will be available on mobile devices and on the web.
   

Send PDF Documents by Email

9. To send one or more PDF documents in an automated email, visit the Notifications section from the top menu and click the 'Add notification' button
10. In the message configuration section, click on the 'PDF Attachments' tab
    
11. Select the layouts that should be included as PDF attachments in the email notification
12. Save the notification
13. Click on 'Operations' in the top menu, and edit the operation that will send the email from steps 9-12
14. In the 'Trigger notifications' section, select the email notification to send when the operation is complete
    
15. Publish the application