Generate submission documents for forms, surveys & quizzes

Capturing responses is helpful, and it becomes even more useful when you can instantly turn them into professional, printable documents. EveryCatch now includes a Generate submission document setting that automatically creates and stores PDF copies of every new submission.

What changed

A new Generate submission document toggle is now available in the Settings panel for:

• Forms
• Surveys
• Quizzes

When you turn this on, every new submission automatically generates a clean, well-formatted PDF document.

Key highlights

1. Automatically generates a printable PDF for every new submission
2. Includes all questions and the responses that were submitted
3. Captures submission metadata including:

• Submission date & time
• Contact information

1. Automatically stores the document under:

• Contacts → Documents → Forms
• Contacts → Documents → Surveys
• Contacts → Documents → Quizzes

1. Automatically associates the document with the contact who submitted the form, survey, or quiz
2. PDFs can be viewed, downloaded, and used throughout the CRM
3. Fully supported on both desktop and mobile experiences

How it works

• Open the settings for any Form, Survey, or Quiz in EveryCatch.
• Turn the Generate submission document toggle ON.

• Every new submission will now automatically generate and store a PDF document linked to that contact.
• You can access the document anytime from the contact's Documents section or use it within supported CRM workflows, such as reviews, exports, or internal sharing.

• If the toggle is OFF, PDF documents will not be generated for new submissions.

PDF naming convention

Generated documents follow a consistent naming format so you can quickly recognize and search for them:

• Forms & Surveys: [FormName]_[ContactName]_[YYYY-MM-DD_HHMM]
• Quizzes: Result_[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]

Notes

1. PDF generation is optional and controlled individually for each Form, Survey, or Quiz.
2. Documents are automatically organized into their respective folders (Forms, Surveys, or Quizzes) in the contact's Documents area.
3. Existing submissions stay as they are; only new submissions create documents after you enable the setting.