Want to automatically generate documents using fields on your Formstack forms? We’ve developed a solution that makes it easy to import your Formstack form fields directly into the Document Builder!
All you have to do is enter the URL of your Formstack form. This will allow Formstack Documents to drop merge tags into your document based on the fields on your form. The resulting PDF will look very similar to your form.
Here’s how it works. In the Document Builder, select Insert which you will find in the navigation on the right hand side of your screen. Choose Website Form.
When you select Website Form, a popup will appear and ask you to enter your form URL.
Formstack Documents will then automatically populate your document with merge tags. Using the document builder, you can easily make changes and add any supporting text, images, or brand elements to your document.
After you import your form, you’ll need to login to your Formstack Forms account and add the Formstack Documents integration. You will see the field placeholders that we generated—simply map those field names to your Formstack fields and you’re done!