Fillable PDF download new PDF document layout

  • Jessica Cochran
    Asked on March 26, 2020 at 3:08 AM

    I have a couple of forms that started from fillable pdf's. But we changed a bunch of fields, and so I have tried to unlink them from the original .pdf's.  I can use pdf editor to make a "new" pdf that looks like I want it to, and they are beautiful on my screen. But when I try to download them, I get the data placed back into the old .pdf

    Screenshot attached is of the nice .pdf that I' d like to download. When I click the button on the right, this is not what I get.

    I understand from various threads that I may need to clone the form to truly detach it from its orignal .pdf, but in the meantime, I have submissions that i need to get out in some usable format.

    I'd also like to know where to set a naming standard for  downloaded pdf's. Some have client name filed in the file name, others don't. I'd like to know where I can set that.


    Thanks,

    Jessica

    Jotform Thread 2226445 Screenshot
  • Richie JotForm Support
    Replied on March 26, 2020 at 6:27 AM

    Checked your form and you're using the Fillable PDF.

    It seems when you download the submission as PDF, the original format will be the one used and not the new PDF document you have created.

    Unfortunately, it is not possible to detach the original PDF when downloading in the PDF editor.

    You may try attaching the newly created PDF as an attachment in your notification email .

    Fillable PDF download new PDF document layout Image 1 Screenshot 40

    If you would like to use the created PDF document on another form, you may save it as a template.

    Fillable PDF download new PDF document layout Image 2 Screenshot 51

    I'd also like to know where to set a naming standard for  downloaded pdf's. Some have client name filed in the file name, others don't. I'd like to know where I can set that.

    You can only set PDF names when you create a PDF document.

    In your Layout Settings>Customize>PDF file name

    Fillable PDF download new PDF document layout Image 3 Screenshot 62

    Hope this information helps.

    If you have further questions, let us know.


  • Jessica Cochran
    Replied on March 26, 2020 at 11:07 AM

    Richie_P - Ok, is there any way to resend the notification e-mail trying it with attachment? It just makes no sense that i can see the pdf's I want on my screen but can't use them in any way (for the forms already submitted.) 

  • Carlos_C
    Replied on March 26, 2020 at 12:03 PM

    I'm currently looking at your request, I'll update you on this same thread as soon as I have some news.


  • ACMHS
    Replied on March 26, 2020 at 12:07 PM

    @Carlos_C - I actually found a way to do it, one at a time.  Not workable long-term, but at least I got the forms out that I needed. (From in box, clicked on each submission, then was able to download as the new .pdf I had created.)/

    I'll need to re-do a bunch of forms/settings to fix it going forward.


    thanks for looking into it.


    -jessica


  • Carlos_C
    Replied on March 26, 2020 at 12:13 PM

    Hello,

    I'm glad to know that you found a way to resolve that situation.

    If you need any further assistance, please let us know. We will be happy to help.