Formular als pdf erhalten

  • exego
    Gefragt am 3. Mai 2024 um 10:35

    Ich hätte gerne das ausgefüllte Formular direkt als pdf ausgegeben. Dieses wird dann in der Kundenankte gespeichert. Was ist hierfür zu tun?

    LG,


    Felix

  • Haseeb Jotform Support
    Geantwortet am 3. Mai 2024 um 13:02

    Hi Felix,

    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, coming back to your question, you can try attaching form submissions as PDF files to Autoresponder Emails. This way, whenever someone fills your form, they will get a PDF of the submitted form. Let me walk you through it:

    • First, if you don't have any PDF documents yet, you'll need to create one. Just click on the Tools menu in the left top corner and click on PDF Editor.
    • Enter a name for the document and choose a layout.
    • Now, click on Create.

    Formular als pdf erhalten Image 1 Screenshot 30

    • After creating it, go back to Form Builder and click on the Settings tab in the orange navigation bar.
    • Click on Emails in the menu on the left side of the page.
    • Hover over the Autoresponder Email element and click on the Pencil icon.
    • Click on the Advanced tab.
    • Toggle the PDF Attachment to the On position, and choose the PDF file you created.
    • Now, just scroll down the page, click on Save, and you're done. Formular als pdf erhalten Image 2 Screenshot 41

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?