Email settings: The settings to receive the PDF attachment in email is missing for encrypted forms

  • Profile Image
    OikonomosCPAs
    Asked on February 18, 2019 at 11:48 PM

    I'm testing out the software, so am currently on the free plan. I don't see the option on the Email tab to receive the submission as a PDF attachment. Is this only available in the paid accounts? And, if so, at what level paid account does this become available?



    This is a re-post of a comment on How to Include Submissions as PDF Attachment in the Email Notifications

  • Profile Image
    Kiran
    Answered on February 19, 2019 at 01:10 AM

    You may attach the PDF submission report in the Advanced settings of your email notification.

    155055658819022019_110241.png

    This feature is available for all subscription plans including free. Hope this information helps! 

  • Profile Image
    OikonomosCPAs
    Answered on February 19, 2019 at 07:43 PM
    New response received
    This is what my advanced tab looks like. As you can see the PDF option is
    not there. Is there a setting I need to changed in my account to see this
    option.
    Regards,
    *Bernard Grobbelaar, CPA, CA*
    *Partner, Oikonomos Chartered Professional Accountants**
    *Tel:* 780-999-2206 | bernard@oikonomos.ca
    *Edmonton:* 10241 123 Street, Edmonton, AB T5N 1N3
    *St. Albert:* 200 Carnegie Drive, St. Albert, AB T8N 5A8
    oikonomos.ca
    *Stewards of Time and Resources*
    TAX | ACCOUNTING | OUTSOURCING | CONSULTING | ASSURANCE
    * An association of Chartered Professional Accountants
    ...
  • Profile Image
    roneet
    Answered on February 19, 2019 at 09:44 PM

    We are sorry for the trouble this has caused.

    Let me escalate it to our development team. We will keep you posted on the updates.

    Thanks.

  • Profile Image
    eugene
    Answered on February 20, 2019 at 06:53 AM

    Hello,

    This feature is currently disabled for the encrypted forms. 

    In order to use PDF attachment option for your mails, you can disable the encryption on your form.

    We will inform you through this thread when the PDF attachment option becomes available for the encrypted forms.

    Thank you.

  • Profile Image
    OikonomosCPAs
    Answered on February 20, 2019 at 08:43 PM
    New response received
    Thanks
    *Bernard Grobbelaar, CPA, CA*
    *Partner, Oikonomos Chartered Professional Accountants**
    *Tel:* 780-999-2206 | bernard@oikonomos.ca
    *Edmonton:* 10241 123 Street, Edmonton, AB T5N 1N3
    *St. Albert:* 200 Carnegie Drive, St. Albert, AB T8N 5A8
    oikonomos.ca
    *Stewards of Time and Resources*
    TAX | ACCOUNTING | OUTSOURCING | CONSULTING | ASSURANCE
    * An association of Chartered Professional Accountants
    ...
  • Profile Image
    OikonomosCPAs
    Answered on February 20, 2019 at 08:43 PM
    New response received
    Great, thanks
    *Bernard Grobbelaar, CPA, CA*
    *Partner, Oikonomos Chartered Professional Accountants**
    *Tel:* 780-999-2206 | bernard@oikonomos.ca
    *Edmonton:* 10241 123 Street, Edmonton, AB T5N 1N3
    *St. Albert:* 200 Carnegie Drive, St. Albert, AB T8N 5A8
    oikonomos.ca
    *Stewards of Time and Resources*
    TAX | ACCOUNTING | OUTSOURCING | CONSULTING | ASSURANCE
    * An association of Chartered Professional Accountants
    ...