Data Capture Form

Once you have tried and tested your document, you can finally start merging!

There are various options to do a merge. One of them is to fill a form with all the merge fields, similar to the test document phase.

Creating a Data Capture Form

To start creating documents using a form, follow the steps listed below :

• Click on the Create tab to access the Create Document view.

• Select the Data Capture Form on the left side (if it's not already selected), then click the + Create Link button.

• Click on the link under the heading "Generate document by filling form" to open a form

• Once you complete the form and click the Submit button, the generated document will be delivered to all your configured deliveries. If no deliveries are configured, the document will be downloaded.

If you want to download the generated document along with triggering deliveries you use the Link under "Download Form" section or append a ?download=true parameter in the URL.

Deleting a Data Capture Form

To delete the link that opens Data Capture Form, click the Delete button available on the right side of the Data Capture Form section.