Introduction
This action can be useful in various situations, such as:
View the form layout: Allows you to check the layout and formatting of the form in PDF before its use.
Share with someone outside the organization: Facilitates sending the form to people who do not have access to Coletum, ensuring they can view all questions and options.
Documentation and archiving: Helps maintain an official record or archive specific versions of the form for future auditing and documentation.
Although Coletum does not have a specific feature to export empty forms as a template, there is a practical solution that allows you to save the form layout in PDF. This guide will present the step-by-step process to perform this procedure.
Step-by-step
1. Preparing the form layout
Before starting the saving process, check if your form has multiple-choice/single-choice fields.
If it does not have this type of field, or if they are already in expanded format, you can skip to step 2.
If the response options are in collapsed format, follow the steps below:
Go to the Forms section and identify the desired one
Open the option Add a filling (button Actions), to review and find multiple/single-choice questions. Or review directly in the form editing (button Actions > Edit form)
Change the response options format to Expanded, and save the edit
This configuration is essential to ensure that all response options are visible in the final PDF.
2. Saving as PDF
After reviewing the necessary fields, you will be ready to generate the PDF. To do this:
In your list of forms, identify it and right-click the Actions > Add a fill
Press Ctrl + P on your keyboard to open the print options
Select Save as PDF as Destination
Go to More settings to adjust the layout as needed
And click Save
Final layout adjustments
To ensure the best visualization of the document:
Check if all response options are visible
Adjust the margins and anything else necessary in the 'More settings' option
Final remarks
This method allows you to share the form template in PDF format with people who do not have access to Coletum, making it easier to view and understand the questions included in the form. If the generated PDF is not suitable, you can adjust the print settings until you achieve the desired result.
Sharing alternative
If you need to share the form with people outside your organization, in addition to saving it as a PDF, there is also the option to generate a public link. To learn more about how to use this feature, check out our article (to add - How to share forms via public link).
Do you have any other questions?
Check out other articles in the Help Center.
Contact our support team through the Support Channels.
We are here to help you make the most of Coletum!