An eForm can use up to three different document templates, one of which is shown before the user completes the document, and the last two which are generated on completion. This article describes how to set these. How to build a document template is covered in another article.
Open the eForm pre-build
1. Click here.
2. Click "Prebuilds"
3. Click "eForms"
4. Edit the required pre-build
5. Click "Edit Document PDFs"
Set the pre-completion document
6. Click this checkbox.
7. Click "Select Template..."
8. Select the document template to show the recipient before they complete the form
9. Ensure this is ticked so they can see it before completion
Set the completed document
10. Set up the document that is generated on completion (this is often the same as the pre-completion one
11. Select the document template
12. Make sure this is ticked if you want them to be able to download the completed document
Include a source document
13. You can include a document generated from the source, e.g. a Quotation or Job/Sales Order. This is used where you need to show all the items on that on the eForm (such as a list of parts). This is merged into the final document at the top
14. Select the source module. If you might generate this eForm from Quotations and separately from Jobs/Sales Orders (for example), set up an eForm each source
15. For example, "Sales Orders"
16. Click "Select Template..."
17. Select the PDF template
18. Optionally, add this to final document
19. Click "Save Changes"
Learn more: eForms in Zigaflow