For pricing and how to add to your website see at the bottom of the page.

Installation via Core Font Installer

When the plugin is activated, Gravity PDF will detect if the Core Fonts have been installed and show a prompt if they cannot be found. When the prompt is shown, click the Install Core Fonts button to begin the installation. If you need to reinstall the Core Fonts for any reason, you can do so from the Global Settings Tools tab. If any fonts fail to download, the installer will ask if you want to retry. Only the failed font downloads will be retried.

Creating a PDF for individual Gravity Forms is similar to creating Notifications. There are a lot of options available to you, but we've put the most common settings up front. The rest are hidden; split up between four sections:

1. General - Common settings like label, filename, PDF template, and Notification attachments
   
2. Appearance - Control the paper size and orientation as well as the font type, size and colour.
   
3. Template - Template-specific settings: different templates can have different options
   
4. Advanced - Advanced settings like document format and security options
   

Only users with the gravityforms_edit_forms capability can manage the form PDF settings (prior to v6.4 this was the gravityforms_edit_settings capability). By default, this is users with the administrator role.

Required Fields

There are only two required fields when creating a PDF: Label and Filename. The rest of the settings will either use sane defaults, those configured in the Global Settings, or be disabled / empty. These settings can be found in the General section.

Label

1. The label is only used for internal administrative tasks. Its sole purpose is to provide a human-readable identifier for the particular PDF.
   

1. The label can help you distinguish between multiple PDFs in your WordPress admin area. It's best to choose something meaningful and easy to remember.

In previous versions of Gravity PDF this setting was know as the Name.

Filename

1. The filename is what the generated PDF will be called when saved. For example, My_Personal_Flyer.pdf.
   

1. Gravity Forms merge tags are supported in the filename. Any merge tags will be converted to the appropriate value when the PDF is saved. For example, {Name:3}_Personal_Flyer.pdf will become Gravity PDF_Personal_Flyer.pdf if Gravity PDF was entered into field 3 for the current entry.
   
2. If you use merge tags, either use a field marked required or include static text alongside the merge tag to prevent empty filenames.
   
3. If you have multiple PDFs configured on a single form, make sure the Filename is unique for each document, otherwise the PDF Notification attachments feature and gfpdf_post_save_pdf hook won't work correctly.
   
4. The .pdf extension should be excluded from the filename field (but will be automatically removed if you add it).
   
5. While the following characters will be saved, they are automatically converted to an underscore when generating the PDF: / " * ? | :. This is to prevent problems saving the PDFs to disk on some operating systems.
   

1. Additional templates can be purchased from our template shop and then installed through the PDF Template Manager.
   
2. Developers with HTML, CSS and a little PHP knowledge can also create their own designs and layouts. Alternatively, the Gravity PDF team offers a Bespoke PDF service for those wanting us to build it for them – we can even populate existing PDF documents (not available in the free plugin).
   

1. If Background Processing is enabled, during the form submission when it's determined a PDF should be attached to a notification, Gravity PDF will handle the PDF generation and notification sending as a background task. The major benefit is the end-user doesn't have to wait for these tasks to complete before seeing the form's Confirmation page. Resending notifications from your admin area will also be processed as a background task.
   
2. If there is semi-sensitive user information included in the PDF, it's recommended you also enable PDF Security with a strong Password (more than 12 characters, with a mix of symbols, numbers and upper and lower case). Password-protected PDFs are encrypted using 128-bit AES.
   
3. If very sensitive user information is included in the PDF, it is recommended you do not enable this feature as email can be insecure. Instead use the [gravitypdf] shortcode over HTTPS so users have to login and pass PDF security checks before the document can be viewed or downloaded.
   

1. If the conditional logic determines a PDF should be disabled, it will not be generated for that entry. The PDF will not be accessible through the [gravitypdf] shortcode or PDF merge tags, and will not be attached to notifications. Site administrators won't be able to access it from the admin area either.

If you enjoy learning through video, you can watch this 18-minute video with Gravity PDF's lead developer showing you how to set up multiple PDFs in a single Gravity Form, and use Conditional Logic to conditionally deliver different PDFs based on user input

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Appearance Section

The Appearance section contains fields that control the general look and feel of your PDF. You have control over the paper size and orientation, as well as the font, font size / colour and RTL support.

Paper Size

1. Use this option to set the PDF paper size.
   

1. This field defaults to the Default Paper Size option in the global settings.
   
2. Common paper sizes like A4, US Letter and Legal are available. The ISO-standard A, B and C paper sizes, as well as RA and SRA, can also be selected.
   
3. If none of the preloaded options suit, you can also select Custom Paper Size and control the width and height in millimetres or inches.
   

1. When displayed, this field is required, and only positive numbers or floats are permitted in the width and height inputs.
   

1. The field defaults to Portrait.
   

1. This field defaults to the Default Font option in the global settings.
   
2. If none of the pre-installed fonts suit your needs, additional fonts can be installed by selecting the Manage button, which will open the Font Installer.
   

1. The field defaults to the Default Font Size option in the global settings.
   

1. The field defaults to the Default Font Colour option in the global settings.
   

1. The field defaults to the Reverse Text (RTL) option in the global settings.
   

1. This is disabled by default.
   

1. This is disabled by default.
   

1. If your HTML has conditional logic, this will be honoured in the PDF. See Enable Conditional Logic to disable this feature.
   
2. This is disabled by default.
   

1. This is disabled by default.
   

1. This option is useful when you have Show Empty Fields enabled.
   
2. This is enabled by default.
   

1. Conditional logic is honoured on all fields, including empty ones. See Enable Conditional Logic to disable this feature.
   
2. This is disabled by default.
   

1. By default, this is set to white (hex #FFFFFF)
   

1. For the best results, create an image with the same dimensions as the Paper Size and then run through an image optimisation tool before you upload.
   
2. This is disabled by default
   

1. Gravity Forms merge tags can be used in the header.
   
2. The special tags {PAGENO} – which displays the current page number – and {nbpg} – which displays the total number of pages in the document – can be used in the header.
   
3. Images will have their height restricted, so they don't take up too much of the page. Learn how to override this behaviour.
   

1. Gravity Forms merge tags can be used in the header.
   
2. The special tags {PAGENO} – which displays the current page number – and {nbpg} – which displays the total number of pages in the document – can be used in the header.
   
3. Images will have their height restricted, so they don't take up too much of the page. 
   

1. Gravity Forms merge tags can be used in the footer.
   
2. The special tags {PAGENO} – which displays the current page number – and {nbpg} – which displays the total number of pages in the document – can be used in the footer.
   
3. Images will have their height restricted, so they don't take up too much of the page.
   

1. Gravity Forms merge tags can be used in the footer.
   
2. The special tags {PAGENO} – which displays the current page number – and {nbpg} – which displays the total number of pages in the document – can be used in the footer.
   
3. Images will have their height restricted, so they don't take up too much of the page.
   

1. The PDF/A-1b standard is designed for long-term archiving and is 100% self-contained. All the information necessary for displaying the document is embedded in the file.
   
2. The PDF/X-1a standard is designed to facilitate printing. Like the PDF/A-1b standard, the document is 100% self-contained but has the added restriction that all images need to be CMYK or spot colours. The software will try automatically convert any images to CMYK.
   
3. Both the PDF/A-1b and PDF/X-1a standards do not allow transparency, which means you cannot use watermarks or PNG images with alpha channel transparency. Additionally, the PDF Security option is automatically disabled – which includes the Password and Privileges fields.
   

1. Merge tag usage is allowed in this field.
   
2. Leave this field blank if you don't want to set a password (useful if you only want to control the end-user Privileges)
   
3. 
   
4. NOTE
   
5. In the PDF world, this password is known as the Unlock Password. It should not to be confused with the Owner/Permissions Password, which is randomly generated for each PDF.
   

1. Assemble: Allow users to insert, delete or rotate pages.
   
2. Copy: Allow users to copy and pasting content from the document.
   
3. Extract: Allow users to split or extract pages from the document.
   
4. Fill Forms: Allow users to fill in any active form field elements.
   
5. Printing - High Resolution: Allow high quality printing and PDF re-distilling.
   
6. Printing - Low Resolution: Low-resolution printing will generate a bitmapped image of the document that is suitable for personal use. High-quality reproduction and re-distilling is disabled. If you don't want the user to print at all remove both Printing privileges.
   
7. Modify: If this privilege is removed, document modifications are disabled. However, copying, extracting content and printing are allowed.

Do not rely on privileges to restrict what a user can do with the PDF, as they are easily bypassed with simple tools. This is a limitation of the PDF specification and not Gravity PDF. Use this feature to convey intention and, optionally, combine with an appropriate license to inform the user what they legally can and cannot do with the document.

Image DPI

1. Adjust the image DPI (Dots Per Inch). By default this is set to 96. If professionally printing you should set this to 300 and change the Format to PDF/X-1a.

1. For most users, the standard security measures will be adequate, and public access should remain disabled.
   
2. A good middleground between the default security and public access is Signed PDF URLs, as it allows anyone with access to the secure signed PDF URL to view the document.
   

1. This option defaults to the global Default Owner Restrictions value, but you have the option to override that behaviour on a per-PDF basis.
   
2. Logged-in users who have one of the capabilities enabled in the User Restriction setting will still be able to access the PDF
   
3. Signed PDF URLs will ignore this setting.

The Always Save PDF setting has been removed from the UI. As the sole reason for this setting was to allow developers to use the gfpdf_post_save_pdf action, we now automatically enable this functionality when the action is hooked into.