Notification Settings: Attach PDF submission to notification email

  • Ryan harpur
    Asked on July 16, 2018 at 3:14 AM

    Is it possible to have the Jotform sent as a PDF attachment or able to be downloaded as a PDF? 

  • Ashwin JotForm Support
    Replied on July 16, 2018 at 7:17 AM

    If I understand your question correctly, you want send submission PDF as attachment in submission email. Is that correct?

    Yes it is possible to achieve your requirement by enabling "PDF Attachment" setting of notification email alert so that recipients can get a PDF attachment of submitted form data. . Please check the screenshot below:

    1531739827PDFAttachment Screenshot 10

    Hope this helps.

    Do get back to us if you have any questions.

  • ffcollingwood
    Replied on July 16, 2018 at 4:43 PM
    Hello,
    Thank you for your email.
    I am having trouble locating the SETTINGS and EMAILS section to be able to
    make the changes.
    Below is a screen shot of the Jotform screen that I have access to.
    Can you please guide me to the next steps?
    *Cheers!*
    *Ryan*
    [image: Inline images 1]
    ...
  • luisvcsilva
    Replied on July 16, 2018 at 5:35 PM

    Unfortunately, the screenshot that you attached to your email wasn't posted in this thread, in order to post screenshots in the forum, log into the forum (click on "View this thread on Browser") and attach the image to your post by clicking on the "Insert/edit Image" button:

    Notification Settings: Attach PDF submission to notification email Image 1 Screenshot 20

    Regarding your actual problem, you can attach a PDF file of a submission in the notification email (i.e: the email sent to you when someone submits to your form) by accessing the My Forms Page, and click on "Edit Form", proceed to click on the "Settings" tab:

    1531776568settings%20tab Screenshot 31

    Then click on the "Emails" menu and proceed to edit the Notification Settings, as shown by the image below:

    1531776684editnot Screenshot 42

    Finally, go to the "Advanced" tab and enable the "PDF Attachment" option, as shown by the image below:

    1531776801attachitopdfito Screenshot 53

    After you finish this procedure, you'll receive the same notification email as usual when someone submits to your form, but a PDF file containing the submission will be attached to it.


    Contact us if you need any assistance,

    Thanks.

  • ffcollingwood
    Replied on July 16, 2018 at 6:04 PM

    Hello,


    Below is the screen shot

    1531778624jot screen shot Screenshot 10


  • David JotForm Support Manager
    Replied on July 16, 2018 at 7:22 PM

    That form is being shared with you. You need to ask the owner of the form to grant you permission to edit that form: https://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User