How to allow collaborators to download submissions as PDF files by sharing a link to the PDF Editor of the form

  • GRUPOFIX
    Perguntado em 17 de outubro de 2024 às 07:56

    I have a table and a form in Jotform. This table contains a lot of data, and I share this table with my collaborators. I needed to enable the download option for them, and I managed to do it in the sharing settings. However, in the sharing options for my user (owner), there is the option to download a quotation, which is a PDF created for the data in each row, but this option is not available for the collaborator.

    Jotform Thread 20184471 Screenshot
  • Royce Jotform Support
    Respondido em 17 de outubro de 2024 às 10:27

    Hi GRUPOFIX,

    Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

    Meanwhile, let us know if you have any other questions.

  • Royce Jotform Support
    Respondido em 17 de outubro de 2024 às 11:27

    Hi GRUPOFIX,

    If I understand it correctly, you want the collaborators in your Jotform Tables to be able to download submissions as PDF files. If that's so, take note that sharing your Jotform Tables will only allow the collaborators to download the submissions as Excel files and CSV files. But, you can share the PDF Editor of the form to allow the collaborators to download the submission as a PDF file. Let me show you how to do it:

    1. In Form Builder, click on the Downward Arrow icon on the upper-left part of the screen.

    How to allow collaborators to download submissions as PDF files by sharing a link to the PDF Editor of the form Image 1 Screenshot 90

    2. Click on PDF Editor above Form Analytics.

    How to allow collaborators to download submissions as PDF files by sharing a link to the PDF Editor of the form Image 2 Screenshot 101

    3. In PDF Editor, click on your preferred PDF tab.
    4. Click on Share on the upper-right part of the screen.

    How to allow collaborators to download submissions as PDF files by sharing a link to the PDF Editor of the form Image 3 Screenshot 112

    5. Click on the Gear icon on the Share PDF Documents modal.

    How to allow collaborators to download submissions as PDF files by sharing a link to the PDF Editor of the form Image 4 Screenshot 123

    6. Select on Private Access option on Access Settings field.
    7. Select on Collaborator option on Permissions field.
    8. Click on the Downward Arrow icon on Select Documents field.

    How to allow collaborators to download submissions as PDF files by sharing a link to the PDF Editor of the form Image 5 Screenshot 134

    9. Make sure to tick the checkbox of your preferred PDF document.
    10. Click on Go Back on the upper-right part of the Settings modal.

    How to allow collaborators to download submissions as PDF files by sharing a link to the PDF Editor of the form Image 6 Screenshot 145

    11. Click on Create Link on Link To Share field.

    How to allow collaborators to download submissions as PDF files by sharing a link to the PDF Editor of the form Image 7 Screenshot 156

    12. Click on Copy Link on Link To Share field.
    13. Share the link to your preferred collaborators.

    How to allow collaborators to download submissions as PDF files by sharing a link to the PDF Editor of the form Image 8 Screenshot 167

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