Send User a copy of their submission

  • jbuskow
    Gefragt am 26. Februar 2024 um 09:49

    Schönen guten Tag,

    kann der Befragte nach erfolgreicher Beendigung der Befragung den Fragebogen abspeichern? Wenn ja, wie kann ich das einstellen?


    Mit freundlichen Grüßen

    Jessika Buskow

  • Mary Jotform Support
    Geantwortet am 26. Februar 2024 um 09:58

    Hi jbuskow,

    Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. This is possible by setting up the Autoresponder email. This is the email that the user will receive after they submit the form. The details include the submission data, and you can customize it as well.

    1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
    2. In the menu on the left side of the page, click on Emails.
    3. Click on Add Email.Inquiry about notification and autoresponder emails Image 1 Screenshot 40 Screenshot 20
    4. Next, select Autoresponder Email.Inquiry about notification and autoresponder emails Image 2 Screenshot 51 Screenshot 31
    5. You can customize the changes and click Save.Inquiry about notification and autoresponder emails Image 3 Screenshot 62 Screenshot 42

    You can check out our guide to know more about editing the Email Template for Notifications and Autoresponders.

    Also, you can add a PDF containing the submission details in the Autoresponder email. So aside from the email, the users can have a separate copy of their submission. Here's how to include PDF reports in your autoresponders.

    1. In the Form Builder page, click Settings.
    2. In the Settings tab, click Emails.
    3. Hover your mouse over the Autoresponder and click the Pencil icon.Attach PDF on notifications and autoresponders Image 4 Screenshot 103 Screenshot 53
    4. Go to the Advance tab and enable the Attach PDF option and select the customized PDF report.Attach PDF on notifications and autoresponders Image 5 Screenshot 114 Screenshot 64
    5. Lastly, hit Save.Attach PDF on notifications and autoresponders Image 3 Screenshot 92 Screenshot 75

    You can customize the PDF report before you'll use it as an attachment to your emails, and you can change which form fields will be shown on a PDF document or even customize how the output should look like and that will be added to a form later, let me show you how:

    • On your My Forms page, hover your mouse over the form you want to edit.
    • Left-click on More and then under the Data column, click on Open PDF Editor or Create PDF Document if there's a submission data already.Customize a Submission PDF report Image 1 Screenshot 40 Screenshot 136 Screenshot 86
    • In the Add Element menu on the left side of the page, click on the Form Fields tab.
    • Click on the form field you want to use to add it to your PDF. Any field you choose will be shown on the PDF document to be downloaded.
    • You can customize more of the layout by clicking the Paint Roller icon. Send User a copy of their submission Image 1 Screenshot 97

    Give it a try and let us know how it goes.