Generate Submission Documents in Forms, Surveys, & Quizzes
Capturing responses is great, but having them instantly available as printable documents is even better. So, we've introduced a new “Generate submission document” setting that creates and stores PDF copies of every submission. Let’s learn how to use them!
⭐️ How To Enable Submission Document Generation for Forms, Surveys, & Quizzes?
Navigate to the Forms, Surveys, or Quizzes tab inside the Sites section.
Select the Settings tab from the top menu.
Toggle “Generate submission document” on.
Click Save in the top right corner.
⭐️Why Is This Feature Beneficial To Your Company?
Improved Recordkeeping: This saves a fixed copy of data that will not change if the live online form is deleted or updated, acting as a reliable submission trail.
Simplified Sharing: Limits direct backend database access by sharing only the exported document instead of raw entry tables, so it looks the same on any device.
Multi-Submission Management: Minimizes confusion when reviewing responses to graded content, making it easier to select the specific response set you need to evaluate candidates, leads, or learners.
Every new submission automatically generates and stores a PDF, allowing you to access it anytime in the contact's Documents section or use it across supported CRM workflows. We hope you enjoy it!
