Is there a way to customize the PDF Submission Report?

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    stevenco
    Asked on November 28, 2017 at 09:36 PM

    I want to create some forms with lots of different types of fields, lots of text boxes with instructions and information for users.  Users will also need to attach/upload photos and/or pdf documents.  

    Of course all of the info will be collected in the JotForm tables on the back end for myself to be able to retrieve, but i am not the one that needs the info.

    The info needs to be emailed to the person that submitted the form and a person (that was specified in a field in the form) as an document attachment along with any submitted attachments.  So, no problem, turn on the PDF attachment feature and they all get the documents.

    The problem is the PDF attachment with the info from the form fields.  It's a two column list of raw info that takes up lots of wasted horizontal and vertical space and looks really, really bad.   

    Is there any way to design a more professional, pleasing template, with field boxes, page borders, company logo, multiple field of info on the same line, and place the fields in specific positions on the page, etc.  I need it to look like a professional completed form as a PDF document or other document format.  

    Bottom line, how can we take the submitted raw data, populate fields in a designed form and generate the finished form document and email to people? 

    Thanks!


  • Profile Image
    Jim_R
    Answered on November 29, 2017 at 02:37 AM

    There is a way for you to customize the PDF Submission report. However, as early as now, I'll be honest - Our PDF editor is not state of the art, advanced or fully customizable. It just allows basic customization to the PDF design and layout. All the details you need to get this done are discussed on the guide I'm linking below.

    Complete guide: How-to-Customize-PDF-Submissions-Report

    My recommendation is instead of using and relying on PDFs, why not use the actual email features we offer? You can achieve these two requirements below:

    The info needs to be emailed to the person that submitted the form

    You can set up an AUTORESPONDER template for this task.

    Related guide: Creating-a-Form-Autoresponder 

    and a person (that was specified in a field in the form)

    Since this requires an input that was filled out by the respondent, you would need to use the CHANGE EMAIL RECIPIENT condition.

    The idea is to send an email based on the user's answer on a particular field.

    Complete guide: How-to-Send-Email-Based-on-User-s-Answer