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CFPBMCAsked on April 4, 2025 at 5:09 PM
Hi.
I want to save my Fund Agreement Information form to a PDF for saving to my OneDrive and sharing with other staff. Please let me know how best to do this.
Thank you.
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Myla JotForm SupportReplied on April 4, 2025 at 9:37 PM
Hello CFPBMC,
Thank you for reaching out to Jotform Support. Just to make sure I understand the issue correctly, do you mean you want to save the Form as PDF or the form submissions PDF to your One Drive Integration and share it? If you are referring to the Form as PDF, you can first download it from your PDF Editor and upload to your OneDrive Account. Let me show you how:
- In Form Builder, click on the Downward Arrow icon at the top-left side of the page and select PDF Editor.
- In PDF Editor, click on the Download button at the top-right side of the page.
- Once downloaded, save it to your desktop so you can upload it later on the OneDrive Account.
- You can now upload it on your OneDrive account and configure the sharing settings from your OneDrive Account:
Otherwise, if you are referring to form submissions being sent to OneDrive, you can configure the integration from your Form Builder. Let me show you how:
- In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
- In the menu on the left, click on Integrations
- On the search bar, type in OneDrive
- Click on the OneDrive Integration.
From there you can set up the account you want to use for the OneDrive integration and it will create a folder to your integration where form submissions will be forwarded.
Give it a try and reach out again if you have any other questions.
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CFPBMCReplied on April 7, 2025 at 9:20 AM
Thank you.
It is the form I want saved.
I was able to follow the steps and download the form in PDF format.
I noticed though that these two fields are reversed on the downloaded PDF, why would that be?
On the form in Form Builder:
On the downloaded PDF:
I just moved the fields manually but am noticing other places where fields are not in the same order as they are when in Form Builder.
Please let me know why this is happening and what the solution is.
There are too many fields to have this be a manual process.
Thank you.
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Myla JotForm SupportReplied on April 7, 2025 at 9:59 AM
Hello CFPBMC,
When I checked my cloned form, the same thing happened to me. I noticed that on the PDF Editor, there are multiple PDF Form generated. When I deleted the old PDF Form and generated a new one, everything works fine. Let me show you how to do it:
- In Form Builder, click on the three dots icon on the tabs under Jotform Logo and PDF Editor.
- Click on the Delete Form and on the popup confirmation, click on Yes, Delete.
- Once deleted, click on +New PDF and then click on Create PDF and then PDF Version of your Form, and then click on Confirm.
Here is the result of my cloned form:
Give it a try and reach out again if you have any other questions.
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