You may often need to provide hard copies of contracts, certificates, and other standard documents. They are easily printed from Pyrus forms using print templates. All the data you enter into the form, like dates or client details, will be automatically transferred to the print version of the document. This means you won’t waste time looking for the right document templates, or entering data by hand. Here are a few examples of how print forms can be used:
It takes just a few minutes to configure a print template in Pyrus, and you only have to do it once. You need a document template in DOCX or XLSX format and a corresponding Pyrus form.
Suppose we created a template for a service agreement and a form called Service Agreement.The goal is to convert filled-out forms into completed documents that contain all the dates, prices, and client details in the appropriate places.
Note: You can add task ID ${taskid} to a printed template to request necessary information by task number. This is convenient if you regularly generate and print many documents of the same type (powers of attorney, for example). In this case, it is important to quickly identify the document participants without reading the text.
From now on, each Service Agreement form you fill out can be saved in PDF format. To do this, hit the printer icon in the upper-right corner.
You’ll get a properly drafted agreement ready to print or send out. If you want to make changes to the document before printing it, download it in its original format — .docx or .xlsx.
Pyrus Tip: You can upload different print templates to one form and use them when the situation calls for it.
If a print template becomes outdated, download the current version from Pyrus and edit it.
Click the trashcan icon by the template’s name to delete the previous version, then upload the edited template.
= "CAR RENTAL AGREEMENT No. "&D3&" dated this "&F3
You only need row 2 to appear in the print version since this is where the data from the form will end up. Match the text in row 3 with your background color (probably white) so that it isn’t displayed in the final version of the document.
= IF(E12=”Yes”;V)
Don’t forget to blend the text in the cell containing the variable (in this case, E12) with the background so that it doesn’t appear in print.