Set up automatic PDF archiving for a form

Every form template has a Submission archive section in the form builder sidebar. These settings control how completed responses are filed in your Documents library: which folder they land in, what document type they get, and whether the responses themselves are rendered to PDF automatically on completion.

Opening the settings

Open any form template in the form builder at https://app.trustpager.com/operations/forms, then click the Style tab in the right-hand sidebar. Scroll down to the Submission archive section at the bottom.

Auto-convert completed form to PDF

This toggle controls whether TrustPager automatically renders the submitted responses to a PDF when the recipient hits Submit. When it's on, a PDF is generated, filed in your Documents library, and attached to the linked opportunity, no manual step required.

Cost: 1 credit per page. Most form submissions render to 1 to 5 pages.

Attach the PDF to notification emails

Turning the PDF on files it against the record, and the record needs a login to reach. That is fine for your own team and no use at all to anyone outside it.

The people who most need a completed intake form are often the people who deliberately do not have a login: an external practitioner reading a clinical questionnaire before a consult, an accountant, a referring partner. Without this setting their only option is the response summary in the body of the email, which they cannot file, print or attach to their own notes.

Switch on Attach the PDF to notification emails and the same PDF goes out with the completion notification. It only appears once the toggle above it is on, because there is no PDF to attach otherwise.

No extra cost. It attaches the PDF that was already rendered, so you are not charged twice.

The notification goes to whoever is set under the form's Notifications section, so put your external readers there.

Building your own notification instead? The form-completed automation trigger publishes archived_document_id, the id of that same PDF. Feed it into a Send Gmail Email action's attachment list and you can send whatever email you like, to whoever you like, with the PDF on it.

Folder

All PDFs rendered from this form (and any files uploaded by the recipient inside the form) are filed into this folder in your Documents library. The default is Client Forms.

Pick any existing folder, or click New to create a new one.

Document Type

Sets the document type tag on every archived PDF from this form. Choose from Other, Invoice, Proposal, Agreement, or Report. Defaults to Other.

What happens on completion: the preview block

The sidebar shows a live preview of exactly what will happen when a recipient submits. When auto-convert is on, the preview reads:

A PDF named after the recipient and the form is filed in {folder} as {document_type} and attached to the linked opportunity. Files uploaded inside the form land in the same folder.

When auto-convert is off, the preview switches to confirm that the PDF is not rendered, and only uploaded files are filed.

Viewing archived documents

Documents filed by form submissions appear in your Documents library at https://app.trustpager.com/content/documents inside the folder you configured. They also appear in the Documents tab on the linked opportunity.