SharinPix Form - PDF Configuration
Overview
The PDF Configurations feature in SharinPix Forms allows you to customize the appearance and layout of the generated PDF when a form is submitted. These settings help you create professional, branded PDF documents that meet your organization's needs.
This documentation covers:
Configuring Header and Footer on SharinPix Form PDF
The Header and Footer allow you to add branded content that appears on every page of the generated PDF
Use them to display your company logo, form title, disclaimers, contact information, or any other branding elements.
How to Configure
In the Form Template Editor, click the Settings button in the top bar
In the settings panel, locate the Header and Footer fields
Use the Rich Text editor to add your content
Click Save to apply your changes
Supported Content
Both Header and Footer fields support the same content types:
Text
Add formatted text including bold, italics, and different font sizes
Images
Insert logos or other images by clicking the image icon in the rich text editor
Links
Add hyperlinks to external resources
Dynamic Variables
Insert form values that update automatically (see below)
Tip: Keep headers and footers concise to maximize space for form content on each page.
Here is an example demonstrating how to a configure a header with company logo and a footer with contact information in a Fire Inspection Form :
PDF generated after Form submission:
Using Dynamic Variables
You can insert dynamic values into your header and footer using the Merge Field tool on the Rich Text Editor. These variables are automatically replaced with actual form data when the PDF is generated.
Example Variables
{!form.response.sfid}
The Salesforce Record ID linked to the form response
{!form.response.sfname}
The Salesforce Record Name linked to the form response
{!form.template.sfid}
The Form Template ID
{!form.template.sfname}
The Form Template Name
{!form.params.<form_param>}
{!<formula>}
Any SharinPix Form Formula result
The image below illustrates how to use dynamic variables in a footer, for example:
{!address.value}
Add Page Breaks on SharinPix Form PDF
Page breaks allow you to control where content splits across pages in the generated PDF. This is useful for keeping related information together or starting new sections on fresh pages.
Page breaks can be added to the PDF by using the "Insert page break on PDF" option on a Spacer element as shown below.
PDF generated after Form submission:
Color Customization on SharinPix Form PDF
Customize Titles on the PDF
The user can configure the Background Color of individual titles on the Form PDF:
Title
Configure background color of the title on PDF
Repeated Section
Configure background color of the repeated title on PDF Configure background color of the sections title on PDF
Section
Configure background color of the section title on PDF
Here is an example demonstrating how to apply a red color to a title in a Fire Inspection Form :
PDF generated after Form submission:
Full Page element
The Full Page element lets you add a full page to a PDF using richtext content and dynamic fields.
The example below shows a Full Page element used as a cover page in a PDF.
To add it to a form, select the Full Page element from the left sidebar in the Form Editor.
Configuring the Full Page element
To configure the content of a Full Page element, click Edit Richtext in the element settings.
This opens the editor in full-screen mode as shown below.
Click on an empty area of the page to add a new item. You can then move and resize it anywhere on the page
Use the richtext editor to update the content of the selected item.
Delete the selected item using the Delete button.
Set the page background color using the color picker.
Add a background image to the page by entering an image URL.
Exit the Full Page editor.
Dynamic variables can be added and configured in the richtext editor, as shown below.
Signature Alignment
Configure the Signature element’s alignment in the generated PDF.
Different alignments on PDF:
