Form download to Word or PDF

Platform discussions
1

Hello,

There was a discussion in December 2021 regarding being able to download forms or docs into MS Word or PDF stating that it was in the works. I am not able to find any other discussion on it but am also not able to find where I could download or where to find the “What’s New” tab. Any help would be greatly appreciated.

Tanja

2

Hey Tanja!

There is this option within the monday workdocs for downloading the doc as a PDF:

Screen Shot 2023-10-19 at 3.57.39 PM
Screen Shot 2023-10-19 at 3.57.39 PM2276×1004 214 KB

Does this help? :blush:

3

Hi Charlotte, thanks for this; unfortunately, this is only for Docs, not for Forms. I would like to download a form that I can share in hard copy. Is there a way to connect a document to to automatically update a table?

1 Like
4

Is there any update on this post? I also want to be able to download form replies either as PDFs or even Emails.

What’s possible?

5

Hi @MurtazaTalib , Hi @tfrancis ,

You can use the app DocExport PDF Generator to create a PDF (or Word file) in your own design including information from a form response. If you combine it with the monday automation “When item created”, you can completely automate the process.

After a form submission, a PDF will be created and automatically attached to a file column and/or sent via email to the submitter.

Here’s a quick video tutorial of how to set it up. It’s for the use case ‘Event Registration via Forms’, but it’s a similar use case with the same logic. After form submission, a PDF ticket with details from the form submission should be created and placed in a file column:

6

Hi Tanja,

If you’re working with PDF forms and need to analyze their content, such as counting words or characters, a tool like the pdfwordcounter.io could be highly useful. This tool allows you to upload a PDF file and get detailed insights, including character and word counts.

If you’re looking to download forms into MS Word or PDF and can’t locate the option in the platform, here are a few steps you could try:

  1. Look for any updates in the “What’s New” or “Help” section of the platform.
  2. Check if your account permissions allow downloading files in different formats.
  3. If download options are unavailable, use a PDF editor or converter tool to create an editable version.

I hope this helps! Let me know if you have more questions.

Best regards,
Eliana Crooz

7

Hey, if you’re using forms to collect responses and want to generate a PDF (like a filled document or summary), there’s a way to do it using The PDF Maker (https://app.thepdfmaker.com/) with Monday.com.

Here’s how it works:

  • Once a form is submitted in Monday, the data lands in a board as usual.
  • From there, The PDF Maker connects to that board and lets you map any fields — names, dates, dropdowns, text, etc. — into a custom PDF template using placeholders.
  • You can design your PDF however you like: include tables, images, responses, and labels, and choose where everything appears.
  • When a new form is submitted, it automatically triggers a PDF generation, and the completed document is stored or sent wherever you need (email, storage, dashboard, etc.).

It’s a great way to turn form submissions into branded documents like applications, confirmations, summaries, or contracts — all automated.

Please view the support article below: Automate Documents with the Monday App - Full Guide | The PDF Maker Help Center

8

Hi @tfrancis
You can use the DocCreate app to automatically generate beautifully designed documents — including PDFs — based on information collected from monday.com form submissions.

By combining DocCreate with the built-in monday.com automation “When item is created”, you can fully automate the process from form entry to document generation.

:memo: Here’s how it works:

  1. A user submits a form on your monday board
  2. A document (like a PDF report, assessment, or proposal) is automatically generated using your custom template
  3. The PDF is saved directly to a file column on the item
  4. You can then mirror that file column across connected boards as needed
    :television: Watch the quick tutorial here (the example shows an event ticket, but the setup works exactly the same for other use cases):
    :backhand_index_pointing_right: Watch on YouTube

:rocket: Try it for yourself here:
:backhand_index_pointing_right: Install DocCreate