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Gravity Forms
Documents

Release 3.0.0
Copyright 2023/01/30

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1. Quick Setup .............................................................................................................................................................3

2. Upload and activate .............................................................................................................................................4

2.1. Upload ...........................................................................................................................................................4

2.2. Activate .........................................................................................................................................................5

3. Create a Microsoft Word Template ................................................................................................................6

4. Setup your Form and Field Settings ............................................................................................................ 10

4.1. Setting up the default Settings ......................................................................................................... 11

4.2. Field Settings ........................................................................................................................................... 13

5. Add your Document to a Confirmation ..................................................................................................... 14

5.1. Add a Link to your Document ........................................................................................................... 15

6. Add your Document to a Notification ....................................................................................................... 16

7. Check your documents at the Entry-Details ............................................................................................ 17

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1. QUICK SETUP

– Upload and Activate the „Gravity Forms Documents“ Plugin

– Create a Microsoft Word Document with templated fields and save it as DOCX

– Setup a new feed for your form and define the fields to generate a Document
– Define if you need to attach the Document with your notification eMails or

confirmations

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2. UPLOAD AND ACTIVATE

2.1. UPLOAD

After you downloaded and saved the 'Gravity Forms Documents’ plugin you have to

upload it to your Wordpress installation.

Please go to you 'Plugins/Add New' Menu, select 'Upload' from the top links and
choose the downloaded ZIP-File at the upload-field.

After selecting the File please press the „Install Now“ Button.

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2.2. ACTIVATE

After the Plugin is uploaded you will get a success screen.

Please use the link „Activate Plugin“ to activate the plugin.

Or activate the plugin from your plugin menu.

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3. CREATE A MICROSOFT WORD TEMPLATE

Open your Microsoft Word and create a Document as you like.

For all fields that should be replaced with the data of your Gravity Forms, you have to

add a template field like ${fieldname}.

Example:

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At the example from the screenshot the fields

▪ ${firstname},
▪ ${lastname},

▪ ${streetaddress},
▪ ${addressline2},

▪ ${zip},
▪ ${city}

▪ ${country}

would be replaced with a value that is submitted with Gravity Forms.

All other ‘fields’, like [Your Name], aren’t valid for this template processing.

Don’t include spaces or special-chars at the name of the template-fields.

Please be sure you save the template as an Office Open XML file (DOCX)

At the backend you could assign a Form-Field to a Template-Field. You have to enter

the name of the Template-Field without ${].

For example:

Word Document Key

${addressline2} addressline2

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3.1. ADD AN IMAGE TEMPLATE FIELD

You can add template-fields also for images or the signatur-add-on, in the same way.

${image}

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4. SETUP YOUR FORM AND FIELD SETTINGS

To generate a templated Document you need to add a new Document feed at the GF

Document settings.

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4.1. SETTING UP THE DEFAULT SETTINGS

At the Gravity-Forms Feed Settings you have to setup a name for your.

After this you can upload your Microsoft Word Template Document.

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Field Description

Feed Name A name for you feed.

Template Filename Upload your Microsoft Word Template file

Document Filename The Name of the Output Document without path and
without file-extension. It’s possible to use the Gravity-
Forms Merge Tags.
Example:
MyNewDocument-{entry:id}
Leave this field empty to use an SHA1 coded string.

Generate DOCX File Create a DOCX File from the Template

Generate HTML File Create a HTML File from the Template

Feed Condition Add conditional logic to define, when a feed should be

executed

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4.2. FIELD SETTINGS

At the “Template Fields” section you can setup the fields of the form that will be used

as data to generate the Document.

As from the attached Screenshot at your Wordpress Template the field ${firstname}
will be replaced with the First-Name of the Name field from your form.

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5. ADD YOUR DOCUMENT TO A CONFIRMATION

At the default Gravity Forms Confirmation Setting you can use two new Merge-Tags

to insert the generated Documents to your Confirmation.

Merge Tag Description

{DOCX|FILE: xxxx} Will be replaced with the name of the generated

Document DOCX file for this feed.

{HTML|FILE: xxxx} Will be replaced with the name of the generated

Document HTML file for this feed.

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5.1. ADD A LINK TO YOUR DOCUMENT

The integrated merge-tags doesn’t create a link directly. You have to add the specific

HTML coding to create a link.

<a href="url">link text</a>

With a merge tag this will be

<a href="{DOCX|URL: xxxx}">My Link Text</a>

Please visit this site for more Information:

https://www.w3schools.com/html/html_links.asp

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6. ADD YOUR DOCUMENT TO A NOTIFICATION

At the default Gravity Forms Notification Setting you can attach the generated

Document files as attachment to the Notification eMail.

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7. CHECK YOUR DOCUMENTS AT THE ENTRY-DETAILS

All generated DOCX and HTML Documents could also be checked at the default

Gravity Forms Entry-Details-Page.

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