How to Integrate a PDF version of a form into Elation
Follow these steps to integrate PDF versions of your forms with Elation.
- Navigate to Forms.
- Select the form you are wanting to integrate with Elation.
Click on the Title of the form.
- Below the Form Name (left) you will be able to select which report type in Elation this form will be filed under once it is completed.
- Select the Elation Report Type from the drop down and click Save.
Contact your account manager or customer support if...
- you do not see PDF integration. (your Zentake is not connected to Elation.)
- If PDF integration. is greyed out and not selectable (you do not have the correct permissions.)