How to customize the GoCanvas-generated PDF

NOTE: This article refers to the Standard PDF. If you are looking to customize your PDF using the PDF Designer, please click here.

Data submitted using GoCanvas can be converted into a PDF (see how to download the PDF, please see our FAQ here).

If you want your PDF to look exactly like your current paper form then we have a service to do that. Please contact us and one of our Mobile App Consultants can help you with this. Otherwise the standard GoCanvas PDF can be customized right online.

Customizing PDF Header

The header text of the generated PDF can be customized. Here's how:

1. Expand Account in the left navigation bar and click Account Settings.
2. Under PDF Settings, locate Standard PDF Header and click Settings.
3. Type in what you wish to have for a header and click Save.

Customizing Account Logo

You can customize the logo that appears in the generated PDF and submissions seen on a browser. This can also be done in the Account Info area under Customize.

Follow these steps:

1. Expand Account in the left navigation bar and click Account Settings.
2. Under General Settings, click the Upload button next to Custom Account Logo to upload your image and save.

Customizing Individual Apps

Want a different logo, header, or font on each of your GoCanvas Apps? Follow these steps:

1. Go to Home.
2. Click on Apps.
3. Click the name of the App you want to customize.  
4. In the Options section, click PDF Options. 

You can customize your header and logo for each individual App if you want.

Note: Whatever you customize on an App-by-App basis will override whatever you do in Account.

Customizing PDF Data

You can include or hide the data submitted by GoCanvas users from their mobile devices in the PDF. To set these options, follow these steps:

1. Click on Apps.
2. Click Edit next to the app you want to use this on.
3. Go to the More options for the field you want to show or hide.
   OR
   Go to the settings for the screen you want to show or hide.

Below is a screenshot of what the advanced options look like.

The specific options dictating when data is visible are:

• Always - This field will always be displayed on the PDF
• Never - This field will never be displayed on the PDF
• If value present (value is not blank) - This field will be displayed on the PDF  if the user entered a value for it
• If value changed (value is not default) - This field will be displayed on the PDF if the user changed it from the default value 
• If value present and value changed - This field will be displayed in the PDF if the user changed it and it is not blank .
• Web-Specified Emails Only - The field will only show up on the PDF sent to addresses specified on the website in the Email Options area. Learn more about how to specify email addresses that your PDFs will always be sent to each time someone fills one out. 

You can also prevent fields from showing up on your PDF.