Fill in a document template writes each response into a copy of your own file, so a contract, a starter record or a claim form comes out looking the way you want. Document-template output is on Foldr Cloud now and on appliances from 11.3.
What you need
- A Word (
.docx) or OpenDocument (.odt) file with markers such as{{marker}}where answers go, or a PDF with named boxes drawn on it. - The template saved in Foldr, and a form with a Destination folder. See Choosing where form responses go.
Set it up
- Open the form, choose Settings, then the Responses tab.
- Under Where responses go, choose Fill in a document template and pick your file.
- In the Slots panel, connect each marker to a question. Match by name does it for you. A slot with no question is left empty.
- Adjust each slot where needed: Print the answer for a text slot, Date format for a date, Tick when for a Word checkbox. A Word checkbox needs a Tag (in Word, Developer > Properties), or it stays as it is.
- For a table, use Repeating rows and One row for each entry in the table question.
- Check Problems in the template. It lists malformed markers, mapped slots no longer in the file, and markers inside a link that cannot be filled.
- Publish the form.
Limits to know
- A document holds at most 200 rows from a table. A response with more is refused and no document is made.
- A PDF cannot grow, so it cannot take a repeating table. It has no places for signatures either. Use the Word original when you need either. Choosing a file that lacks something you mapped lists what will be removed first.
- Filling a Word or OpenDocument template runs in Foldr’s document converter, on Foldr Cloud and on an appliance alike.
If the template changes
The form remembers the copy it was published with. If someone edits the template afterwards, the form says so, and the response’s trail shows Template changed since publishing. Publish again to use the new version.
Sign the result
In the Slots panel, Mark this place for a signature sets where a signer signs. Then use Send for signature with The filled document template. See Sending a form response for signature.
If something does not work
- Nothing is sent for signature. Choose the template output first. Signing the filled template does nothing without it.
- A table did not fit. Count the rows. More than 200 is refused.