Save a PDF of Every Submission to the Contact Record

With Generate Submission Document on, Vendi Today builds a printable PDF of each form, survey or quiz response and files it with the contact.

What the PDF contains

All questions and answers, the date and time of submission, and the contact's details.

Turn it on

1. Go to Sites and open a form, survey or quiz.
2. Click Settings.
3. Scroll to the form (or survey or quiz) settings and switch on Generate Submission Document.
4. Click Save.

Only new submissions after saving create a PDF. The setting is per item, so enable it on each form, survey or quiz that needs it.

How files are named

• Forms and surveys: the item name, then the contact name, then date and time, such as ContactForm_JohnDoe_2024-03-15_1430.
• Quizzes: begin with Result_, followed by the same pattern.

Find the PDFs

Open a contact in Contacts, then go to Documents. Files sit in folders named Forms, Surveys or Quizzes. From there you can view, download, print or share them, including through the client portal.

Typical uses

• Keeping signed-off intake records.
• Sending a copy to a client or teammate.
• Building audit trails for compliance.

Good to know: Combine this with the PDF option in email notifications if you also want a copy sent to your team at the moment of submission.