How to save each form submission individually in Dropbox & a few other questions :-)

  • Profile Image
    augustineclassical
    Asked on March 23, 2020 at 08:24 AM

    I am a brand new customer and very excited to have finally found your product! I do have a few questions.

    Here is my Form: https://form.jotform.com/200794009250045


    (1) How do I attach a submission PDF doc to the autoresponder that goes straight to the {Student Email} and {Parent Email}?

    I have created a PDF form that converts the form submission to a PDF - https://www.jotform.com/pdf-view/a3e62f493b

    But I'm confused as to the difference between a Form and a PDF Form? Do I share the Form or the PDF Form to the recipient?


    (2)

    How do I save a submission PDF doc AND submission Excel Doc to my Dropbox?

    Currently, I have integrated DB to my Form, but it saves the submissions like this... {DE Contract}> Term Answer

    I tested it and the submissions are saved as "Fall 2020", "Fall 2020 (1)".... I want the PDF & Excel file to be the {Student Name}, not Fall 2020(1), Fall 2020(2), Fall 2020(3)


    ** I believe I've watched/read so many articles/videos/FAQs/blog posts that I've completely confused myself!!! I honestely have to say, that I was impressed with your

    customer support replies that I have read! Good Job!


  • Profile Image
    IvayloK
    Answered on March 23, 2020 at 09:31 AM

    I checked your form. First, you should create an autoresponder on your form. So, your users will be able to receive an e-mail with the submission data. In order to setup an autoresponder, you can check and follow this guide:

    https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email

    Then you should just activate the "PDF Attachment" option in the settings of the autoresponder. Here:

    1584970083chrome_T5Yrofnpu7.png

    Let us know if you need any further assistance.

    I have moved your second question to a separate thread here:

    https://www.jotform.com/answers/2221205-How-do-I-save-a-submission-PDF-doc-AND-submission-Excel-Doc-to-my-Dropbox