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A generated PDF turns a form response into a document your team can open

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and use.

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We will configure a document, submit a practice response, and verify the

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actual PDF produced by the workflow.

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Open the Academy demo form and choose Workflow.

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Choose Add Step,

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then Generate PDF.

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Give the document a clear title.

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We will call it Volunteer Intake Summary.

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This title will identify the document produced for each new response.

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Choose the answers to include.

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Select Applicant Name, Applicant Email, and Years of Experience.

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Review the document labels so the PDF will be easy to read.

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Only select the fields that belong in this summary.

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Check the mapping from each form field to its document label.

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The form answer supplies the value.

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The label explains that value in the PDF.

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The workflow will use the answers from the submitted response.

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Save the workflow,

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then activate it if needed.

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Confirm that the workflow is Active and the Generate PDF step is present

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before creating the test response.

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Open the practice form.

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Enter Demo Alex and the practice email address.

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Enter three for Years of Experience, complete the other required fields,

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and submit the response.

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After the confirmation, return to the form's Submissions view.

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Find the response you just created and open its details.

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Check the name, email and experience answers so you know which response

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you are viewing.

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Locate Generated documents.

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Open Volunteer Intake Summary.

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This is the document generated for this submission, not a blank copy of

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the form.

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Read the PDF.

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The title identifies the summary.

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Applicant Name shows Demo Alex.

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Applicant Email matches the practice address from the response.

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Years of Experience shows three.

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Each value came from the fields we selected.

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Check that the summary includes the intended answers and that the text is

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readable.

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If the document spans more than one page, review each page before using

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it.

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Return to the submission and open the generated document again.

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The saved document remains attached to this response, so an authorized

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team member can return to it later.

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You have now configured a PDF, mapped the form answers, submitted a

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response, and opened the finished document.

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Next, we will follow a document through Klarstig.ai Sign, from

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invitation to a completed signature.