How can we include a PDF file that can be downloaded by the respondent?

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    JFedGMW
    Asked on November 29, 2017 at 12:09 PM

    We have a donation form and the client has asked that we be able to include an option for the donor that has corporate matching by their employer. 

    Any suggestions?

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    Jim_R
    Answered on November 29, 2017 at 01:36 PM

    Hello @JFedGMW - Can you give more details on what you meant by "include an option for the donor that has corporate matching by their employer"?

    What does this option do? Are you hoping to apply conditions to your form?

    Complete guide: Smart-Forms-Using-Conditional-Logic 

    Since it wasn't clear what the goal is, below are some guides related to one-time and recurring donations.

    Related guides:

    Setting-up-a-Custom-Recurring-Donation-Form 

    How-to-Setup-a-One-Time-Payment-Subscription 

    Please get back to us with a bit more info and a clearer description of what you're trying to do so we can better assist you.

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    JFedGMW
    Answered on November 30, 2017 at 02:48 PM

    I was wondering what other non-profits do. My recollection, having worked for a for-profit that did matching, was that you needed to present a receipt to the employer for them to match or complete one of the employer's forms. It would seem that we should use the "attach a PDF" feature in the autoresponse so that the donor could take that and present it to the employer. 

    My reason for posting this was just to see what the experts (you) had to say. Thanks for the help.

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    Jim_R
    Answered on November 30, 2017 at 04:31 PM

    It would seem that we should use the "attach a PDF" feature in the autoresponse so that the donor could take that and present it to the employer.

    If your aim is to present a receipt (which I assume comes in a PDF format), instead of using the PDF ATTACHMENT option on the AUTORESPONDER email, use the ATTACH A FILE option.

    The PDF ATTACHMENT feature will only include a PDF copy of their submitted data.

    Another approach you can try is to add the PDF file straight on your form, or on your form's THANK YOU PAGE. This way, your users will be able to download it either before or after form submission.

    Complete guide: How-to-Add-a-Downloadable-File-to-Your-Form