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Forms as Custom PDFs (a Masterclass Session)
Forms as Custom PDFs (a Masterclass Session)

This session explores custom PDFs in Redlist, teaching users how to format Excel templates, link form data, and leverage advanced Excel functions for personalized form outputs.

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Written by Kristal Ruiz
Updated over a week ago

This session of the Redlist University Masterclass covers custom PDFs, demonstrating how to tailor form outputs using Excel to match regulatory or branded formats. Participants learn how to link form data to Excel templates, use advanced logic for dynamic content display, and configure formatting for professional reports. The session also highlights powerful Excel functionalities such as formulas, pivot tables, and charts to enhance form outputs. By the end, users will have the knowledge to create custom PDFs that seamlessly integrate with Redlist’s form submissions.

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