Convert a V1-Specific Document to V2

If you have documents attached to V1 forms that you want to use with V2 forms, you might need to convert them. This topic describes the process to convert V1-specific documents to V2.

Supported on all tiers:

Prerequisites

• You must be an Admin user or a user with Can Create FormSpace permissions.

• Review the V1 forms Excel report to decide which documents you want to keep using. (Username > Team Settings > Team Name > Download V1 Forms Excel Report)

  The V1 forms Excel report includes a list of the following documents:

  • Standard documents linked to V1 forms. You don’t need to convert standard documents to use them with V2 forms.

  • V1-specific documents. You need to convert V1-specific documents to use them with V2 forms.

  Info:The topic Download an Excel Report of Your Team's V1 Forms describes in detail how to download the report. The topic V1 Forms Excel Report Structure and Contents describes in greater detail the types of documents included in the report.

Process to convert V1-specific documents to V2

The following diagram shows the process you must follow to convert V1-specific documents to V2.

The following section describes in detail each of the steps in the process.

Steps to convert V1-specific documents to V2

1. Determine if your document is V1-specific.

   Go to MANAGE FORMS > Documents.

   Result: The Documents page opens with a list of all the documents in your current FormSpace. The Version column indicates V1-specific documents, as shown in the following example.

   

   Tip:Remember to repeat this step for each FormSpace where you have V1 forms and documents.

   Is your document V1-specific?

   • If yes, go to step 2.

   • If no, you don’t need to convert it. You can copy the document to your target FormSpace, and then attach it to any V2 form in the same FormSpace.

2. Determine the body layout.

   Refer to the Body Layout column in the Excel report to check your document’s body layout.

   Does your V1-specific Document have a standard layout?

   • If yes, go to step 3.

   • If no, contact your Customer Success Manager for assistance.

   Note:You can only convert V1-specific documents with a standard body layout.

3. Before you convert your document, you must have it in the same FormSpace as the V2 forms you want to attach it to. You can do one of the following:

   • Move the document to the desired FormSpace.
   • Copy the document to the new FormSpace, and then convert the document. We recommend this option because you can refer to the original document if needed.

4. Go to MANAGE FORMS > Documents, and then select the V1 document you want to convert.

   Result: The document details page opens.

5. Select EDIT DOCUMENT.

   Result: The document opens in edit mode.

6. Determine if your document is template-based.

   Format	Type
   HTML PDF TIFF Word	Template-based
   CSV Freemarker Handlebars JSON XML	Form-model version

   Is your document template-based?

   • If yes, go to step 7.

   • If no, go to step 8.

7. To convert your template-based document

   1. Select the Formatting tab.

   2. In the Template Configuration section, select a V2 template as shown in the following example.

      

      Result: Your Document is now using a V2 template. You can configure your document with the V2 template.

      Note:When you change your document template, the template options change. This means that you will lose some of your format configurations. We recommend that you update your template configuration, preview the document, and adjust as needed.

   3. Go to step 9.

8. To convert your Form-model version document

   1. Select the Configuration tab.

   2. Change the Form Model Version to v2 as shown in the following example.

   

   Result: You changed the document version to V2.

9. Select Update to save your changes.

   Result: You can now link your Document to any V2 form.

Tip:You can download a new version of the V1 forms Excel report to verify that you successfully converted your documents.

Related Topics

• Convert a Form from V1 to V2

• Download an Excel Report of Your Team's V1 Forms

• V1 Forms Excel Report Structure and Contents