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Preview and Download Forms

1. Feature Overview

You can enable your customers to preview and download forms. A special ‘Preview’ field is available in the form builder, that allows users to view the entered information before form submission. It also enables users to download a PDF version of the form, download the HTML template, and edit and upload their own HTML templates to customize the look and feel of the preview.
This helps your customers avoid making errors while submitting a form, and also caters to use cases where forms need to be downloaded and physically submitted. For example, processes for college applications, loan applications, contracts, etc.

To know more about LeadSquared forms, see How to Create a Form.

Preview

 

2. Prerequisite

You must be an administrator of your LeadSquared account.

 

3. Process

To enable the preview and download option on your forms –

  1. From the main menu, navigate to Workflow>Manage Forms, and click Create Forms (for more information, refer to How to Create a Form).
  2. Once you’ve added the required fields and other details on the form, click Add Form Tab to add a new tab.
  3. Give the tab a relevant name, and from the Special Fields section on the left side, add the Preview option.
  4. Click Click to configure and configure the form through the Configure Preview properties panel.
  5. After configuring the form, click Preview, present on the top-right corner of your screen.

Preview

Preview Field PropertiesDescription
Display NameGive the form preview field a relevant display name.
Show HeaderToggle the enable icon slider if you choose to display the header while previewing the form.
Preview LayoutChoose whether to display the form in a single-column view or two-column view while previewing a default template.
Download HTML TemplateIf you want to customize the preview form, you can download the default HTML template and make necessary changes.
Show Images in PreviewToggle the enable icon slider if you choose to display images while previewing the form.
Use Custom TemplateToggle the enable icon slider if you choose to use a custom HTML template. You can upload the template by clicking Upload HTML Template.
Allow DownloadToggle the enable icon slider if you want to enable form download while previewing it.
Save to Submission ActivityWhen a lead submits a form, a ‘Form Submission’ activity is posted against the lead (on the lead details page). Toggle the enable icon slider to make the form available as a PDF document under the activity.
Hide by DefaultToggle the enable icon slider if you want to hide the preview form.

Once you’ve added all the necessary details, click Publish. This will make your form live.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!