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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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    Can responses be included as an attachment in the autoresponder?

    Asked by webact on December 16, 2016 at 04:13 PM

    Hello, I have a client that is using an out of date form on their website using Javascript.  When the form is submitted, it sends an autoresponder of the filled out form information as a .txt attachment via email.  They then upload that .txt file into their CRM platform and it automatically populates.

    Can something like this be done with JotForm?  Instead of the autoresponder sending the information in an email as text, can it be sent as a file attachment?  If so, can that file attachment be formatted in different ways?

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    JotForm Support

    Answered by david on December 16, 2016 at 05:48 PM

    Submission data can be forwarded only in PDF format as an attachment to autoresponder and notification emails.  This it is possible by enabling the option "Attach PDF" from the Advanced section of Autoresponder or notification.

    If you want to modify the layout of the PDF submissions, you can do that using the "Customize PDF" feature under the "PDF" button in your submissions page:

     

    Please note that this will create a FIXED PDF layout, meaning it does not adjust based on your submissions' content. It is similar to a paper print layout. Please also note that this will apply to all of your PDF submissions on that form, including the one attached on your email alert.

    Once the customized PDF is created, you should be able to see it under the "Reports" drop down list where you can edit or delete it:

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    Answered by webact on December 16, 2016 at 06:44 PM

    Thank you David.  I am not sure if this will work for them since their system might not recognize PDF files, but I appreciate your thorough response.