How can I include the PDF document on the email to the submitter?

  • Profile Image
    pcbtrading
    Asked on June 03, 2020 at 12:21 AM

    Hello,

    I am creating a form that will allow my team to input data that gets sent to a pdf created in Jotform. 


    I have a question about the workflow. So my team or I would input client information into the form, submit the form, and then Jotform would then create the pdf.

    We could then send the pdf to the client for signature. 


    If that doesn't sound correct please let me know. I will also attach a screenshot of the pdf setup so you check for any errors.


    I appreciate your help!



    Screenshot
  • Profile Image
    Sam_G
    Answered on June 03, 2020 at 04:22 AM

    Hello Pcbtrading,

    Thank you for contacting Support.

    You may attach a submission PDF file in your autoresponder.

    You may go to your Settings Emails Autoresponder Advanced PDF attachment to YES.

    15911724996.3 autoresponder.png

    Guide:https://www.jotform.com/help/503-How-To-Include-Submissions-As-PDF-Attachment-In-The-Email-Notifications

    Please give it a try and let us know if this fits your requirements.


  • Profile Image
    pcbtrading
    Answered on June 03, 2020 at 02:09 PM
    Hi Sam, 
     
    Thanks for the help! I changed the settings but we’ve run into a few formatting issues. I will attach what appeared when we did a test run.
     
    I need the company name to show in the first section of client information, not the contact name. I also need the date and service overview number to appear on the left side of the document.
     
    Screenshots: 
     
     
  • Profile Image
    Kevin_G
    Answered on June 03, 2020 at 06:54 PM

    I have tested your form and this is the document I received: https://drive.google.com/file/d/12HtgLttgeaBMzqlpRFFoy8Wo6bvr4TAA/view?usp=sharing 

    I can see the document has Company Name, Contact Name and the rest of the submitter details on the first section of the document. 

    If you would like to remove an element from the document, you may use the PDF editor, this will allow you to remove undesired elements, move them to a different section or add fields to your form. 

    Now, if you are referring to something else, kindly provide us more details, we will be happy to assist you. 

    Thanks. 

  • Profile Image
    pcbtrading
    Answered on June 03, 2020 at 09:40 PM

    Hi Kevin,

    Thanks for the information. My question is a bit more specific, I'll go into more details. 


    Here is my current setup with the pdf editor - PDF Setup. On the left, I have a form field for the date and service overview number. I thought that by putting the form fields there, when my team puts in the date and service overview number it would appear there. 

    The form fields do this correctly in the fine print of this pdf.


    The other issue we are running into is with the company name. From this screenshot, you can see that the contact name filled out in the form is being shown twice - Repeating contact name from form


    I need the company name to show.


    I hope I have been detailed enough, please let me know if you have any questions for me.


    Thanks!

  • Profile Image
    Kevin_G
    Answered on June 03, 2020 at 11:17 PM

    Thanks for the details, this was indeed very helpful and your issues are now clear, now, in order to assist you better, I've moved this to a different ticket in order to assist you better, we will continue assisting you here: https://www.jotform.com/answers/2367023

    Thanks.