How to send the submission PDF to the form owner and user?

  • daviddoornbos
    Asked on June 14, 2024 at 11:36 AM
    in addition to send both parties a pdf summary, is that possible?
  • Gian_D JotForm Support
    Replied on June 14, 2024 at 11:50 AM

    Hi David,

    You can send a submission PDF to the form owner, and to the user by enabling the Attach PDF feature on your email notification. Let me show you how to do it:

    1. In Form Builder, click on Settings in the orange navigation bar at the top of the screen, and in the menu that opens on the left side of the page, click on Emails.
    2. Click on the Pencil icon of your Notification Email.

    How to send the submission PDF to the form owner and user? Image 1 Screenshot 60

    3. Click on the Advanced tab, and toggle on the Attach PDF switch.
    4. Tick the checkbox for your PDF document, and click on Save.

    How to send the submission PDF to the form owner and user? Image 2 Screenshot 71

    5. Click on the Pencil icon of the Autoresponder Email.

    How to send the submission PDF to the form owner and user? Image 3 Screenshot 82

    6. Click on the Advanced tab, and toggle on the Attach PDF switch.
    7. Tick the checkbox of your PDF document.

    How to send the submission PDF to the form owner and user? Image 4 Screenshot 93

    8. Click on Save.

    How to send the submission PDF to the form owner and user? Image 5 Screenshot 104

    That's it. Let us know if you have any other questions.

 
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