How can users save the generated PDF on their phone?

  • cleitonromao
    Perguntado em 13 de dezembro de 2023 às 12:57

    Boa tarde.

    É possível uma pessoa salvar no seu celular o arquivo PDF gerado ao terminar de preencher um Formulário?


    Jotform Thread 10004121 Screenshot
  • Eliza Jotform Support
    Respondido em 13 de dezembro de 2023 às 15:43

    Hi Cleiton,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese 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 Portuguese, 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. I suppose you're referring to the PDF that's generated after submitting the form, which is also sent to you through Notification email. See the screencast below:

    How can users save the generated PDF on their phone? Image 1 Screenshot 60If so, you can set up an Autoresponder Email on your form, so that when responders submit the form, they'll also receive a confirmation email with the generated PDF attached to it. But first, you need to add an Email element to your form, where the responders can enter their email address. Let me show you how to add that:

    1. In Form Builder, click on Add Form Element in the upper-left corner.
    2. Drag and drop Email onto your form.
    3. You can set it as a required field by clicking on the Gear icon.

    How can users save the generated PDF on their phone? Image 2 Screenshot 71 Now, let's set up the Autoresponder Email:

    1. Click on Settings in the orange navigation bar.
    2. Go to Emails, and click on Add Email.
    3. Select Autoresponder Email, and go to Recipients.
    4. The Recipient Email dropdown should show Email.
    5. Go to Advanced, and toggle Attach PDF.
    6. Tick the box for Default Document.
    7. Click on Save.

    How can users save the generated PDF on their phone? Image 3 Screenshot 82 When they receive the confirmation email, they can open their email inbox on their phone, and save or download the PDF from there. Check out the screencast below for my results:


    How can users save the generated PDF on their phone? Image 4 Screenshot 93

    If they're using Gmail, they can click on the download icon in the upper-right corner. Take a look at the screenshot below:

    How can users save the generated PDF on their phone? Image 5 Screenshot 104If that’s not exactly what you’re looking for, can you explain a bit more, so I can help you better?

    Once we hear back from you, we'll be able to help you with this.

  • cleitonromao
    Respondido em 14 de dezembro de 2023 às 13:32

    Perfeito!

    Era exatamente o que eu precisava e já consegui configurar.

    Obrigado!