Is it possible to remove sensitive data in the PDF sent with the email?

  • Jessy
    Asked on April 8, 2020 at 5:43 PM

    Rather than password protecting the PDF, is it possible to remove sensitive fields from the PDF sent with the email confirmation to the person who filled out the form? I want to make a form that includes all responses the person filled out except for one specific short text field. Thank you.

  • Vanessa_T
    Replied on April 8, 2020 at 9:36 PM

    Yes, you can definitely customize the PDF Submission Report.

    Guide: How-to-Customize-PDF-Submissions-Report

  • Jessy
    Replied on April 9, 2020 at 10:05 AM

    I see the article is about changing the information on a specific submission PDF after the person has filled out the form, so I would have to edit each PDF before sending the confirmation email. What I would like is to make a PDF template that automatically removes the fields I don't want to send over email, so that there is no manual work for each submission. Is that possible?

  • Patrick_R
    Replied on April 9, 2020 at 12:21 PM

    Hi Jessy! Yes it is possible to remove sensitive fields from the PDF sent with the email confirmation to the person who filled out the form.

    You can easily edit the assigned PDF for autoresponders (sent to the person who filled your form) as well as Notification emails and simply remove the field that you don't want in the PDF attachments. I have demonstrated the process of hiding a field from autoresponder emails below:

    1586449229Screencast 2020 04 09 21 43 50 Screenshot 10

    I hope this solves your purpose. For any further questions, feel free to get back to us.