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Settings

Settings

Owned by Megan Ellis
Jul 10, 2023

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Settings

Click the Settings button (highlighted in blue in the screenshot below) in the Guided Designer. The Settings panel displays – as you can see, workflows have an enormous number of configuration options. Some commonly examples are setting up access control, customizing messages, styling the look & feel, and more.

  1. Check the Save PDF box in the main Settings tab.
  2. Leave the PDF Name box that appears blank. frevvo will generate a default name.

You can customize the name of the PDF using form data, add page breaks and style it (Styles tab). You can email this PDF, save it to document management systems etc. It's automatically saved by frevvo when the above box is checked.

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