How do we ensure all submissions are sent to our email as a PDF

  • Profile Image
    Riverlinks
    Asked on March 17, 2020 at 04:37 AM
  • Profile Image
    benny
    Answered on March 17, 2020 at 06:00 AM

    Hi Riverlinks,

    To clarify, Would you like to include submissions as PDF attachment in the email notifications? If so, you can follow the steps below.

    1- While you are in the form builder, open “SETTINGS” from the top navigation.

    2- Click the “EMAILS” tab on the left to configure the email settings for your form.

    3- Hover on email notification or choose one if you have created more, to see the actions that can be done. Click on the pen icon to edit the desired email notification

    4- On the configuration interface, click on the “ADVANCED” tab to navigate to advanced settings.

    5- By default, the PDF Attachment option is set to “NO”. Switch it to “YES”.

    6- For HIPAA accounts, PDF Attachments are allowed only if you provide a strong password. Your password must contain a minimum of 8 characters and it must be a mix of upper case, lower case, numbers and special characters. Please write the password you want to use.

    7- Click on “Save” to save changes.

    After you complete configuring your submission PDFs and protecting them with a password, you will be able to receive them in your email notifications. Here is a sample notification email for a HIPAA account:

    Upon attempt to view the PDF, you will be asked to provide the password you defined in step 6. You can view it directly in your browser or download it to your computer and open it later. Whenever you try to view the PDF, you’ll be asked for the password you set during configuring your notification email.

    Here is the related guide.

    I hope this helps, please let us know if you need further assistance.