Follow these steps to quickly set up PDF generation for your Gravity Forms submissions.
1. Configure General Settings
Before generating PDFs, ensure your settings are properly configured in the "Settings" tab.
- Custom PDF Directory Path:
/wp-content/uploads/doc_pdfs(Set the folder where PDFs will be stored.) - Custom Filename Structure:
432543444_form_entry_{entry_id}_{ip_address}(Use tags like{entry_id}and{ip_address}for unique filenames.) - Delete PDFs After (Days):
30(Automatically remove old PDFs after the set number of days.) - License Code:
thexyz-#########(Enter your license key for premium features.) - Disable Footer Branding: Check this option to remove branding from PDFs.
2. Adding a PDF Link to Notifications
Insert a dynamic link to the generated PDF in your Gravity Forms notifications. Update "yourdomain.com" and the PDF folder name.
https://yourdomain.com/doc_pdfs/432543444_form_entry_{entry_id}_{ip_address}.pdf
3. Choosing What Form Content Appears in the PDF
Define what appears in the PDF by using [pdf_start] and [pdf_end] tags.
[pdf_start]
{all_fields}
[pdf_end]
Alternatively, you can select specific fields:
[pdf_start]
Hello, {Your Name (First):1.3},
This is your phone number... {Your Phone:5}
Message: {Your Comments/Questions:3}
[pdf_end]
4. Testing Your PDF Notifications
- Submit a test form entry to generate a PDF.
- Check your email notification for the attached PDF.
- Verify that the file is correctly named and stored.
5. Troubleshooting
- If the PDF is blank, ensure that
[pdf_start]and[pdf_end]tags are used correctly. - Make sure the field merge tags (e.g.,
{Your Name:1.3}) match your Gravity Forms fields. - If the PDF link doesn’t work, check the folder path and file permissions.
