Document Creation

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Document Creation

Document Creation

 

Docsvault gives you the option to create a document once the form is submitted by your respondents. You can either automatically create pdf file or map fields to a template.

 

Autocreate PDF - Select this option to create a PDF file in Docsvault once the form is submitted.

 

Map fields to a template - This option allows you to pull data from a form entry and merge it with a template.

 

Select and upload any Word or Excel file as a base template for the new form document that will be created after the form is submitted. To map your Form fields with the content inside the template file, simply select the insert position inside the template document and select the data field from Dynamic Fields drop-down.

 

For example:

 

With Regards from {{Name.First}}

 

The above example, when displayed to your respondents, will replace {{Name.First}} with the data typed in the associated field in the form.

 

With Regards from John

 

This is really useful for situation where you want to merge the data from the respondent with a pre-defined content and create a customized document.

 

Docsvault tags:

 
{{UserName}} - Docsvault current user name who submits the form.

{{FullName}} - Fullname of current user.

{{UserEmail}} - Email address of current user.

 

Note: Formula table dynamic field can be mapped in Word document only.

 

Example of mapping dynamic fields in Excel Template:

map-dynamicfields-template

 

 
Document Location - Select the base location in the Docsvault repository to file the document created after submitting the form.

 

Dynamic Path - You can also define a rule for auto-filing documents using dynamic fields to detect/create a destination folder under the specified base location. If the appropriate folder already exists in Docsvault system, Docsvault will directly import matching files in that folder or create a new one if necessary.

 

Document Name - You can predefine a format to dynamically name the document created using Forms.  (ex. creating document based on the Submission ID -  {{ENTRYID}} )

 

Convert to PDF - Select this option to convert and save the original file format (Word or Excel) to PDF format.

 

Append Upload Images as pages to form document - Select this option to insert uploaded image files as pages in word or pdf files.

 

Workflow - Select this option to trigger your workflows in Docsvault while adding entries via  Docsvault Forms.

 

Doc. Status - Apply document status on the document created after the form is submitted. Ex: Draft, Review

 

Document Profile - Select the Profile for the document from the drop down list and enter the index information.  

You have an option to apply same profile to both the document and its parent folder if created dynamically based on the above rules.

 

Click Save button to save the settings.

 

doc-creation

 

 

note Notes:

 

Document Profile, Status & Workflow if set, will automatically be assigned to all form attachments too.