How can I pick and choose which data transfers from my form into my pdf?

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    Joseph Adams Jr
    Asked on March 08, 2019 at 03:49 PM

    I'm creating a Client Signup process, in which the client reviews and signs several documents,, as part of one single form. But, ends with several signed pdfs.

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    jherwin
    Answered on March 08, 2019 at 06:32 PM

    To clarify, is your form sending several PDF after they submit it? If you embed several documents or PDF to your form then it will actually send multiple PDFs to your form.

    Let us know the URL of the form you're referring so we can check and test it on our end.

    Looking forward to your response.

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    yearroundfinancial
    Answered on March 09, 2019 at 04:02 AM

    Yes, I would like several PDFs after submission, like Contact, Disclosure, etc. But, they must be signed, therefore. they can not be embedded into the Form, correct? So, the question is, can I have, for instance, Page 2 and 4, of the form transferred into a 2 separate PDFs upon submission?

    Note: https://form.jotform.com/90658181312152 , work in progress

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    Victoria_K
    Answered on March 09, 2019 at 07:48 AM

    We have an option to create multiple different PDF templates for form submissions. In order to do so, please delete or add necessary fields to the templates. You can even attach different PDFs to emails, but I think you would need to send 2 emails in this case. 

    Please check our guides here:

    How-to-Customize-PDF-Submissions-Report

    How-to-Email-Different-PDF-Document-Templates-Based-on-Users-Answers

    If you encounter any problem with this, please let us know and we will gladly take a look.