How can I get the Form as an attachment in the Email

  • Team_Therapy
    Asked on June 4, 2020 at 8:47 PM

    Hello, how do I change my settings to a form so that when it is emailed to me the entire form is attached as a PDF (not just signature). Thank you

  • Patrick_R
    Replied on June 5, 2020 at 12:05 AM

    Hi! I believe that you're referring to this form. If you're referring to a different form, please let us know.

    The above stated form is a PDF converted form and I assume that you're referring to receiving the filled-in original PDF from in your email alert (email that you receive when someone submits your form).

    If so, then please ensure that the Enable original PDF attachment in Notification Email setting is enabled for your Form (as shown in the screenshot below).

    1591329904chrome capture (9) Screenshot 10

    I hope this helps. Feel free to get back to us for any further questions.

  • Team_Therapy
    Replied on June 5, 2020 at 2:28 PM
    Hello, I already have that setting enabled and turned on. It is still did
    send email as a PDF and it also just shows the signatures in the email.
    Then I have to go into the system, go to customize PDF, and then download
    the pdf full version. I would like signed pdf version to be attached in the
    email. The form I am speaking of is just called 'consent packet'. thank you.
    ...
  • VincentJay
    Replied on June 5, 2020 at 5:45 PM

    I submitted a test submission to the form and here's the downloaded PDF:

    1591393029mgdcc Screenshot 10

    It is showing the Signature properly. Is that the correct PDF you want to see?

    Also, you're a HIPAA account so I cannot open it, please make sure that the Form Settings for the PDF Documents is set to the new or old PDF editor. 

    1591393310bdfee Screenshot 21

    Could you please show us the notification email with the PDF that you received?

    To post a screenshot here in the Support System, please follow this guide: https://www.jotform.com/help/438-How-to-Post-Screenshots-to-Our-Support-Forum




  • Team_Therapy
    Replied on June 5, 2020 at 6:28 PM
    It’s it not an attachment. It is just your photos.
    It does not attach the full pdf.
    Administrator
    (516) 828 2622 ext 200
    233 7th St. Suite 200
    Garden City, NY 11530
    Notice: The documents contained within and accompanying this email contain information from the group practice of Michelle Ambalu, LCSW which may be confidential and/or legally privileged, and regardless of the nature of the information therein, the documents are intended only for the use of the individual or entity to whom the documents are addressed. If you are not the intended recipient, you are hereby notified that any disclosures, copying, distribution or the taking of any action in reliance upon the contents of this information is strictly prohibited, and that all contents should be destroyed. In this regard, if you have received this email in error, please notify us immediately by replying back to this email.
    ...
  • Jed_C
    Replied on June 5, 2020 at 10:08 PM

    I cloned your "Consent Packet" form and did some test submission. I received a notification with signature only. Unfortunately, I'm unable to replicate the issue with the attached PDF.

    It shows in the email notification that the PDF is complete.

    1591409308pdf attachment Screenshot 10

    Can you please send us a screenshot so we can see how it looks from your end?

  • Team_Therapy
    Replied on June 5, 2020 at 10:28 PM
    Just signatures. No attached PDF. They only way I can get the PDF is going into JT. But I want to just attach full PDF to email instead of having to go in. Is that possible? I don’t know why it would just put in signature?
    Administrator
    (516) 828 2622 ext 200
    233 7th St. Suite 200
    Garden City, NY 11530
    Notice: The documents contained within and accompanying this email contain information from the group practice of Michelle Ambalu, LCSW which may be confidential and/or legally privileged, and regardless of the nature of the information therein, the documents are intended only for the use of the individual or entity to whom the documents are addressed. If you are not the intended recipient, you are hereby notified that any disclosures, copying, distribution or the taking of any action in reliance upon the contents of this information is strictly prohibited, and that all contents should be destroyed. In this regard, if you have received this email in error, please notify us immediately by replying back to this email.
    ...
  • Jed_C
    Replied on June 5, 2020 at 11:51 PM

    Thanks for confirming. I just submitted your form now, can you please send us a screenshot of the email notification showing the part where my information is displayed and the part where the PDF attachment should be.

    To attach a screenshot, please follow this guide https://www.jotform.com/help/438-How-to-Post-Screenshots-to-Our-Support-Forum.

    Another test that I would like to confirm is if this can be replicated on a new form. Here's what you need to do.

    1). Clone this form https://www.jotform.com/form/201365713614046

    2). Setup the PDF attachment same as your original form

    3). Make a test submission and confirm to us if you receive an attachment on this cloned version?

    Looking forward for your response.