When a client completes a form, TrustPager can automatically save their responses as a PDF document in your Documents library. There are two ways this happens: automatically on every submission, or manually on demand from the submission detail page.
Option 1 — Auto-archive on completion
Switch on Auto-convert completed form to PDF in the form builder settings, and TrustPager will render and file the PDF the moment the recipient hits Submit — no action needed from you.
The sidebar shows a live preview of exactly what will happen:
A PDF named <recipient> — <form>.pdf is filed in {folder} as {document_type} and attached to the linked opportunity. Files uploaded inside the form land in the same folder.
To configure this, open the form builder at https://app.trustpager.com/tools/forms, click the Style tab, and scroll to Submission archive. See https://trustpager.com/help-center/form-archive-settings for full details on each setting.
Option 2 — Convert on demand
For any completed submission, open the submission detail page and use the Convert to PDF panel on the right. You can choose the folder and document type before converting. Useful if you want to file one-off submissions differently to the template default, or if you have auto-archive turned off.
See https://trustpager.com/help-center/form-convert-to-pdf for the step-by-step walkthrough.
Folder and Document Type
Both methods use the same two settings:
- Folder — where in your Documents library the PDF is filed. Pick any existing folder, or click New to create a new one. Default is Client Forms.
- Document Type — the type tag on the document. Choose from Other, Invoice, Proposal, Agreement, or Report. Defaults to Other.
The on-demand panel pre-fills these from the form template settings, but you can override them per conversion without changing the template.
Uploaded files
Files that recipients upload inside a form are always filed in the configured folder — regardless of whether auto-archive is on. The auto-archive toggle only controls whether the responses themselves are also rendered to PDF.
Cost
PDF rendering costs 1 credit per page. Most form responses render to 1–5 pages. The result card shows the exact page count and credits charged after each conversion.
Where to find the archived PDFs
All archived PDFs appear in your Documents library at https://app.trustpager.com/tools/documents inside the folder you configured. They are also attached to the linked opportunity and appear in its Documents tab.
