Export and print Forms

Generate form PDFs and include forms in work order PDF output.

Completed forms can be exported as PDF.

You can export them as separate documents or include them in the work order PDF.

Two common export options

Separate PDF

Use this when the form should stand on its own.

Merged into the work order PDF

Use this when the full job record should stay in one document.

Signatures, photos, and tables can be included in the PDF output.

1

Open PDF Settings

Go to Settings → Templates → PDF Settings.

2

Open the work order layout

Select the PDF layout you use for work orders.

3

Enable Forms in the layout

Turn on the setting that includes forms in the PDF output.

Choose where the forms should appear.

4

Save the layout

Save the change.

5

Test the output

Generate a PDF from a work order with a completed form.

Check signatures, photos, tables, and positioning.

FAQ

Are signatures included in the PDF?

Yes, when the form and PDF layout support them.

Can forms be merged into the work order PDF?

Yes.

That depends on your PDF layout settings.

Should I test the layout after changes?

Yes.

Always test with a completed form before broad use.

Related topics

• Use forms in the mobile app
• Create a Visual Form
• Manage form versions