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Conform User Guide

PDF forms

A PDF form turns an item into a tidy document to print, file or send.

Make one

  • In PDF forms, create a new design, or use Make a PDF form from it on an existing data entry form to start from its layout.

  • Set the page size and margins, and arrange fields in rows and sections.

  • Say who uses it.

  • Preview PDF shows the result with real data.

The PDF form designer for the Significant event report: the fields list on the left, the page header and a two-column Details section, and the summary on the right.
Designing a PDF form.

Use one

On an item, choose Create PDF. The PDF is made in your current role: fields your role can't see aren't in it. PDF forms are published with the rest of the Topic.

Conform User Guide