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grantcoronerAsked on November 29, 2018 at 11:58 AM
I have researched this topic extensively before asking this question to you guys. But here goes,
I have created a form that is pretty exhaustive and contains many, many fields. This form will ultimately be a HIPPA compliant form.
One thing I am having problems with is, and I do not know if its possible, is to show a completed form in PDF format at the end of the users completion. This completed form then gets sent as an email attachment. I completely want to get away from the HTML table in the email body and just make it a "form letter" response instead and use data from the fields that were completed.
So to summarize, here is my best effort in a flow chart (kind of):
User completes form>entered data is entered into a pdf at the end of form>completed pdf is sent as attachment in message
Thanks for all of your help and for making a fantastic product!
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Cade
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JanReplied on November 29, 2018 at 1:27 PM
The workflow you're referring to is possible here in JotForm.
You can actually attach a PDF copy of the submission in the email alerts. You just need to enable the PDF attachment in the Advanced tab of an email alert. Here's how: How-to-include-submissions-as-PDF-attachment-in-the-email-notifications.
If you want to customize the layout of the PDF, please use the PDF Editor. Here's how: How-to-Customize-PDF-Submissions-Report.
If you need a guide on how to create email alerts, please check the following links:
Setting-up-Email-Notifications
Setting-up-an-Autoresponder-EmailHope that helps. If you have any questions, let us know. Thank you.