New Feature Announcement: FormAssembly PDF Generation
In response to requests from our customers, we’ve added a PDF generation feature to our already powerful platform for Premier, Enterprise, and Compliance Cloud users. In this blog, we provide details about FormAssembly’s new PDF generation feature and ideas for how your own organization can utilize this feature to get the most out of your web forms.
About the feature
Phase one of FormAssembly’s new PDF generation feature allows users to generate PDFs on demand from the responses page and attach PDFs to internal response notifications. Notifications are emails sent to the form owner, administrator, or other individuals you designate from inside your organization. With phase two, users will be able to send PDF copies of responses to Salesforce.
With this new feature, users will be able to leverage form responses in a PDF format with no outside tools needed. FormAssembly’s dynamic PDF output ensures that each PDF will follow the format of the actual web form completed by respondents.
Use case suggestions
FormAssembly’s PDF generation feature will be particularly useful for organizations that need hard copies of form responses. This can come in handy for audits and other events.
Users may also choose to convert online form responses to PDF format in order to present specific information with other teams for decisions or approval, or to simply keep hard copies on file for future reference.
Release Date (Phase One):
- Week of May 4, 2020: On Demand PDFs fully released to all Premier and EC/CC customers
- Week of May 11, 2020: PDFs on Email Response Notifications expected to be fully released to all Premier and EC/CC
Release Date (Phase Two):
- TBD in Q2
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