The Klipboard Form PDF Template Designer can be used to design the output of the Mobile Workflow Forms that have been created on the Mobile Form Builder. The data captured by the Klipboard Mobile or Tablet App Team Member on Jobs will then be outputted in PDF format designed to look just like your current paper or PDF forms.  

When you first try to edit a form, Klipboard will generate a default template which can be adapted or deleted entirely. Any changes you make to the output design must be saved for changes to take effect.

**Please note this video does not have any speech audio but does contain subtitles explaining each step**

Short Highlight Videos

Update Logo on PDF Template

To add or update a logo to your PDF navigate to Form Builder and on the actions button beside the Workflow From in question, click on Edit PDF Template. From here you can drag the logo component from the Company Fields area to your required section on the PDF template.

Clear Existing Text Within a Component Field and Add New Text Component

To clear or replace an existing section within your Workflow From, simply click on the section in question, once you see a solid blue outline surrounding the section, click on the clear button as displayed above. Once the existing section has been cleared, you drag a new text field into the section and update your text as required.

Add static Text on PDF Template

Static text or headings can be added to your Workflow From by adding a section to contain the data, dragging a text box into the section and adding your required text.

Add a New Section and Drag to Position on PDF Template

To relocate a section, click on the section in question then press and hold the sort button as above, and move the section to where you want to display it.

Add A Heading To A Section On PDF Template

To add a heading to your PDF output, drag a section on to the page, change the background colour, then add a text field to the section and change your text to your required heading.

PDF Template Designer Controls

When designing the output for your form you can decide on whether your report has a cover page and how many pages there are within the body of the report. In terms of style, your form can be the standard portrait view or landscape view.

GENERAL FIELDS: Automated Data fields

Klipboard automates much of the data which can be added to the output. You can drag and drop any of the basic fields into your output. For example:

  • Company Fields - your company details as entered in the general settings of Klipboard.

  • Job Standard Fields - information specific to the job that the workflow form has been carried out on.

  • Job Fields - note the category of the job.

  • Job Client Fields - information on the main client details as stored in Clients.

  • Job Location Fields - information on the sub location stored under a specific client.

  • Team Member Fields - details of the team member completing the workflow form.

  • Job Form Fields - information regarding the form in question e.g form name, etc.

  • Job Time Fields - Times captured on the job in question.

  • Inventory - the option to view inventory associated with the job, with or without financial information.

FORM BUILDER FIELDS: Displaying Input values

This section gives you an opportunity to display on your PDF output, the values captured on the mobile.

CUSTOM FIELDS

You can manually add additional sections where data can be added. You can add text fields and images within a section.

FIELD SETTINGS

All data added onto the output can be formatted. You can change the color of the text and the color of the background. You can also format text font, size and spacing as well as adjust the alignment of data.

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