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acertsaAsked on May 14, 2024 at 12:59 PM
How can I change the default document so I can create a button on an imported table to send that file?
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Lorevie JotForm SupportReplied on May 14, 2024 at 1:16 PM
Hi Diego,
Thanks for reaching out to Jotform Support. Can you please explain more about what you want to achieve? Are you referring to the default PDF document of the form? Is yes, you can change it from the PDF Editor. Let me walk you through it:
- In the Form Builder, click on the app menu tab at the top of the page and select PDF Editor.
- In the PDF Editor, click on +New PDF and select New PDF Form. A new PDF document will be generated.
If that’s not exactly what you’re looking for, can you give us more information, so we can help you better? Also, can you please explain more about the button that you want to create to send the file?
After we hear back from you, we'll be able to help you with this.
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acertsaReplied on May 14, 2024 at 1:29 PM
Thanks. I go to Submissions. I create a new table data by adding a tab, and the importing the data. When I create a button on this tab to Send File to google drive, it doesn´t let me pick the various pdf files created with the pdf editor. Ot only allows one choice, and that is "Default", wich is not even in the pdf file. I understand that these created tabs have many restrictions. Please confirm if this has a solution. Thanks again.
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Joeni JotForm SupportReplied on May 14, 2024 at 3:18 PM
Hi DIEGO,
Thanks for getting back to us. To make sure I understand what you are trying to do you want to send all the submissions of PDF Files to Google Drive? If so, you can try to integrate the Google Drive Integration into your form. Let me show you how to do that:
- In Form Builder, click Settings on the orange navigation bar.
- Select Integration on the left side of the panel.
- Then, select Authenticate and connect your Google Drive Account, and click Add Action.
- Enter your desired folder name, and choose the PDF File Template to use.
- If your form accepts file uploads, you can choose to send the uploaded files to your Google Drive.
- Once you are done, click Save.
Give it a try and let us know how it goes.
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acertsaReplied on May 14, 2024 at 5:34 PM
Yes. In the form buider you can choose the pdf file. But in Submissions, where it shows the tables, it is possible to create new tabs.
In the new created tables in added tab, I can add buttons. But when adding the buttons, not on the main table, but on added tabs, which are tables that contain imported data, it is not possible to choose beteween the various PDF, but only accepts what it callls Default.
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acertsaReplied on May 14, 2024 at 5:36 PM
This is the form: https://form.jotform.com/241297122145653 It has 2 PDF that are not possible to be chosen when adding a column, tupe button, to send file.
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Mafe_M JotForm SupportReplied on May 14, 2024 at 7:09 PM
Hi DIEGO,
Thanks for getting back to us. If I understand you correctly, you want to add a send PDF button in your submission table. Yes, it is possible to do that. Let me show you how to do it:
1. In your My Forms Dashboard, select your form.
2. Click on Submissions at the top of the page, and you will be routed to Jotform Tables.
3. In Jotform Tables, click on +Add at the end of the page, and go to Buttons tab.
4. Go to Buttons tab and click Select Send PDF, then click Next to proceed.
5. Enter a column name and click on Next.
6. Select and add the PDF you want to attach.
7. Now click on Fields beside Recipient addresses and select Email.
8. Click on Create Column.
We have a guide about How to send PDF files in Jotform Tables you can check out.
Give it a try and let us know how it goes.