One way in which you can get flexibility with your forms is through the use of the PDF format. With this format, you can export your submitted data and send it to a recipient in a PDF file.

To set up this destination, go to your Forms page and locate your form. Then, click the settings icon to view the menu and select Destinations. On the following page, click New Destination.

Note: By default, two destinations are added every form created.

Note: Depending on the subscription package you have, your available destination options will vary.

A new page will load, and on it you will see different destinations to send your data. In this example, E-mail has been selected. After selecting the destination, choose the PDF format.

Supported Destinations

E-mail

Box.com

Dropbox

Google Drive

Microsoft OneDrive

Amazon S3

HTTP(S)

SFTP

Slack

Evernote

Sharefile

Salesforce

You will also see an option to send your images to a service other than Device Magic. If you would like to do this, select from the services provided. Please note, choosing a service other than None (inline) will result in a hyperlink to the hosted image being placed in the file generated by this destination instead of the actual image. See this help article for more information.

If you like, you can add a Description in your Destination Options box, this is optional.

At this point, you will see Adobe .pdf Options beneath the chosen destination. Click Show Options to open up the Adobe .pdf options. It will look like this:

This section is where you can add a file name (not required), view the available placeholders (by clicking Show me placeholders I can use in this file name), and download a sample template (so you can see how your PDF form will look, and so you can see the available placeholders). You can also download an advanced sample template here, which will give examples of formatting for If Statements and For Loops.

In addition to that, this is where you can upload your own customized Word Document template. Use the available placeholders for your form, design it according to how you want it to look when you receive it in PDF format, and upload it in the space provided. More information on customizing templates can be found here.

Beneath that section, you will get to your chosen destination's Configuration section. It will look something like this:

Fill in the e-mail addresses you want to send the PDF to.

In Step 7, you have the option to create Destination Rules on when you want the Destination to be active. To learn more about how Destination Rules work, visit our article here.

The final step is to click Create Destination.

You will then be taken back to your Forms page, where you will see your new destination added to the list.

Lastly, upon submission of data, you will receive the PDF version of your form at the destination you selected.

A Note on Filtering Destination Deliveries by IP Address

We’ve received a few requests asking about firewall restrictions for the IP addresses of our email destination deliveries. Check out this article for more information on how Device Magic’s delivery services work, and how that relates to specific IP addresses for those services.

You may also be interested in:


If you have any questions or comments feel free to send us a message at support@devicemagic.com.

Did this answer your question?