How to send final PDF to user after confirmation

  • Profile Image
    miamiscottishfolds
    Asked on July 28, 2020 at 10:41 PM

    Hi hope all is well.  Is there a way to create a form that will send me the information filled out however allow me to complete the forms before they get the finalized version?


    i'm trying to create a form to add to my site however, i will need to fill out my portion when they are completed and signed and then i can send final pdf 


    Thank you 

    Mel

  • Profile Image
    gerardw
    Answered on July 29, 2020 at 12:39 AM

    Yes, you can edit the submission when received, add in your portion and submit the form again.

    Be sure to enable the "Send on edit" option in the email Advanced tab - so that your users receive the edited information with the email:

    15959975302907_14.png

    You can also check out this workflow process: A-General-Approach-on-Building-an-Approval-Process-Workflow and create a similar approach.

    Do review and let us know if you have any further questions.

  • Profile Image
    miamiscottishfolds
    Answered on July 29, 2020 at 07:28 AM
    Thank you but I dont want them to receive the first one prior to me adding
    whats needed.
    Also, is there a way to speak to someone? So basically, I need to create
    an agreement that they sign but I have to fill out a portion of the form.
    How does that work?
    ...
  • Profile Image
    gerardw
    Answered on July 29, 2020 at 08:58 AM

    Sorry, but we do not provide phone support.

    Let me understand your process flow.

    You have a form that you want your users to fill and submit - but they should not receive an email now.

    Then you should enter your portion and submit the form. Only then should your users get the email along with all data. Is that correct?

    If yes, please check these steps:

    1. Setup your form with a notification email and an autoresponder.

    2. Add a Get form page URL widget into the form - https://www.jotform.com/widgets/get-form-page-url 

    3. Setup a condition in the form to show your fields (fields that you are required to fill) only when the form is being edited:

    i.e. the condition will go like this: IF Get Form Page URL contains edit, DO <Show multiple> <Select the Fields>.

    Here is a related guide: Hide-or-Show-Multiple-Fields-at-Once 

    This will show your fields only when you edit the submission via the notification email that you receive. It won't show up initially when your users are filling the form.

    4. Now add another condition to send the autoresponder only when any of your fields (fields that you are required to fill) are filled up: How-to-Send-Email-Based-on-User-s-Answer 

    This will send the email to your user with all the filled data.

    Please check this out and let us know if it helps.

  • Profile Image
    miamiscottishfolds
    Answered on July 30, 2020 at 11:28 AM
    ok, im super confused. I still don't know what to create and how do i add
    my portion?
    ...
  • Profile Image
    ashwin_d
    Answered on July 30, 2020 at 12:27 PM

    Have you checked the following guide already: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

    Please let us know in which step you have confusion, and we will try to help you. 

    Alternatively, you can explain your complete requirement on which form fields you want your users to fill and then the other part you want to fill yourself. Please explain your workflow in detail, and we will try to help you with a demo form. 

    We will wait for your response.

  • Profile Image
    miamiscottishfolds
    Answered on July 30, 2020 at 01:28 PM
    Yes I have. There is no approval process. I feel like i'm going in
    circles here... Different people are answering and i don't think i'm going
    anywhere. If you do not give phone support then you have to read all the
    previous material so you know why i'm saying i'm confused.
    SUPER frustrating.....
    ...
  • Profile Image
    miamiscottishfolds
    Answered on July 30, 2020 at 02:28 PM
    Also, this is for a purchase. Will not be accepting online payments
    however, i have to fill out info for each purchase. I've attached a copy
    of what my 1 page document looks like.
    I want things to flow as follows.
    Buyer to fill out their info, accept terms and agreement and sign the
    document --> I get email they have filled out the form --> I go into the
    document and add all info regarding the kitten purchased and i sign the
    document --> once i finalize document they will get the 1 page document
    (like attached) in their inbox.
    Does this help?
    ...
  • Profile Image
    Mike
    Answered on July 30, 2020 at 04:53 PM

    Unfortunately, we cannot receive the email attachments via this support system.

    If the Pet Information section is supposed to be filled by you, try the following:

    Hide the associated fields in your form.

    - Add one more Email Autoresponder to your form, or update the current one.

    Make sure that 'Send on Edit' and 'PDF Attachment' options are enabled in the autoresponder settings.

    * You can design the attached PDFs.

    - Then, add a condition to send the autoresponder when the pet information section is filled.

    You will be able to update submitted entries by using the 'edit submission' option from the Submissions or Inbox. The hidden form fields will be visible in the edit mode for you. The submission editing (filled pet information) will trigger the email with the attached PDF document.

  • Profile Image
    miamiscottishfolds
    Answered on August 04, 2020 at 04:28 PM
    How can i test this without using my free submissions???
    ...
  • Profile Image
    BDAVID
    Answered on August 04, 2020 at 08:06 PM

    Submissions coming from the same IP address where the form was last edited should count within 1 hour. Please apply the recommended edits, and then try submitting your form.

  • Profile Image
    miamiscottishfolds
    Answered on August 04, 2020 at 09:28 PM
    Why is the signature not visible and why isn't the final form sent in a pdf
    format with the signature? Confused... Please help!
    ...
  • Profile Image
    miamiscottishfolds
    Answered on August 04, 2020 at 09:28 PM
    also, they are able to download by logo... why?
    ...
  • Profile Image
    gerardw
    Answered on August 04, 2020 at 10:37 PM

    Please disable the options below from your Account Settings page and test:

    15965950310508_3.png

    Do test and let us know the update.

  • Profile Image
    miamiscottishfolds
    Answered on August 04, 2020 at 11:28 PM
    how do i test? i asked 2 questions.
    1. why arent they getting a final pdf version?
    2. why cant we see signature on email or pdf
    3. how can we stop customers from downloading logo from mail?
    4. how can i test without using another free submission?
    Please help
    thank you
    ...
  • Profile Image
    Vick_W
    Answered on August 05, 2020 at 01:45 AM

    Hi there,

    Thanks for writing back to us.


    how do i test? i asked 2 questions.

    Unfortunately, there isn't another way to test without using free submissions. The free submissions counter will get refreshed on the 1st of every month. You can also delete the test submissions from your account afterward.

    1. why aren't they getting a final pdf version?

    They are not getting the final PDF because the PDF Attachment is still turned off in your Autoresponder Email advanced settings.

    1596605699screenshot.jpg.png

    2. why cant we see signature on email or pdf

    Can you please tell us the submission ID in which the signatures are missing? So we can check it.

    https://www.jotform.com/help/549-Where-to-Find-the-Submission-ID

    3. how can we stop customers from downloading logo from mail?

    To avoid this you can remove the logo from email and only add it in your PDF. So they won't be able to download it.

    4. how can i test without using another free submission?

    There is no other way to test your form submissions without using the free submissions. Please check out the link below to see details on your account usage and limits.

    https://www.jotform.com/help/408-Understanding-Your-Account-Usage-and-Limits

    Let us know if you need further assistance.

    Thanks.

  • Profile Image
    miamiscottishfolds
    Answered on August 05, 2020 at 08:28 AM
    See below in red..
    1. why aren't they getting a final pdf version?
    They are not getting the final PDF because the PDF Attachment is still
    turned off in your Autoresponder Email advanced settings.
    Do I have to select anything? Its blank and only shows the pet agreement
    that I copied to check how to do some stuff. I created the online form
    and just recently found out how to create a pdf. Do I have to create a
    pdf as well? I thought it would auto create from the online form once it
    was filled out my the client and myself....
    2. why cant we see signature on email or pdf
    Can you please tell us the submission ID in which the signatures are
    missing? So we can check it. 4723811688506883196 this is the submission
    test i did yesterday. I can see it online but on the emails that get sent
    out it doesn't show it and no pdf was attached.
    3. how can we stop customers from downloading logo from mail?
    To avoid this you can remove the logo from email and only add it in your
    PDF. So they won't be able to download it. ok. I want it in the email.
    just like I want the signature to show.
    4. how can i test without using another free submission?
    There is no other way to test your form submissions without using the free
    submissions. Please check out the link below to see details on your account
    usage and limits. You should create something for users to test. this
    isn't easy to use or start so not the best option. Is there a way to pay
    per use? I wont be using it every month.
    ...
  • Profile Image
    ashwin_d
    Answered on August 05, 2020 at 10:03 AM

    1. why aren't they getting a final pdf version?

    I did check your form and found that now the "PDF Attachment" is enabled in auto-responder email alert. Please check the screenshot below:

    1596635428PDFAttachment.gif

    Email with the PDF attachment should be sent to the user who submitted form. Please test your from again by sending a test submission and see if the PDF attachment is being received or not in auto-responder email alert. Your notification email alert is not configured to send PDF attachment to your email address. 


    2. why cant we see signature on email or pdf

    The issue is caused because of the privacy setting you have in your account. I did check your account and found that you have already uncheck the privacy as per my colleague's suggestion. Please test your form again by sending a new submission.


    3. how can we stop customers from downloading logo from mail?

    Okay if the logo is part of the email, it is not possible to prevent users from downloading it. 


    4. how can i test without using another free submission?

    Please note that to test the form, you will have to submit it but there is no test submission limit. All submissions that you receive in form will be counted towards your account limit. 

    If you want the submissions to be received only for one month, you can upgrade your account and ensure that you select monthly payment schedule. You can then cancel your subscription anytime before next subscription renewal date to avoid automatic renewal of subscription. The following guide should help you how to upgrade your account: https://www.jotform.com/help/331-How-to-Upgrade-My-Account 

    Hope this helps.

    Do get back to us if you have any questions. 

  • Profile Image
    miamiscottishfolds
    Answered on August 05, 2020 at 02:28 PM
    ok, will attempt again. however, when i converted to PDF it removed the
    signature section. Will it still show?
    ...
  • Profile Image
    Mike
    Answered on August 05, 2020 at 04:11 PM

    Yes, the signatures will be included. We send 'PDF Documents' rather than 'PDF Forms' as attachments. If you use the web version of your form, the PDF Form will not be used in this case.

    You can take a look at the next guide to get an idea about the 'PDF Documents' and 'PDF Forms':

    How to Create PDF Forms with PDF Editor

  • Profile Image
    miamiscottishfolds
    Answered on August 06, 2020 at 12:28 PM
    ok, so i tested it again and my test patient received the PDF copy. It
    doesn't look the same. How can i format that output that is sent in the
    email pdf? I have copy but someone said that i can't attached to support
    tickets.
    Also, will i be able to download the same pdf they received or attach to my
    email? i know you integrate with Google drive, how does this work?
    Thank you
    ...
  • Profile Image
    Jimmy_D
    Answered on August 06, 2020 at 02:43 PM

    The New Document highlighted on the screenshot below is what your client will receive. You need to customize it,  for it looks like the fillable PDF document you have created. 

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

    To receive the PDF report as an attachment, you need to enable PDF attachment on the Notification email template as well.

    Guide.How-To-Include-Submissions-As-PDF-Attachment-In-The-Email-Notifications

    You may refer to this guide to integrate Google drive with your form.- How-to-Integrate-a-Form-with-Google-Drive

    Let us know should you need further assistance. 

  • Profile Image
    picocarerx
    Answered on August 09, 2020 at 09:14 PM

    How can we make it such that customer (notification) receives original PDF as attachment not the "submission report" as pdf.

  • Profile Image
    Vick_W
    Answered on August 09, 2020 at 10:30 PM

    Looks like you already have a PDF attached to your form to be sent out with the Autoresponder emails.1597026586screenshot.jpg.png

    Thanks.

  • Profile Image
    miamiscottishfolds
    Answered on August 09, 2020 at 11:28 PM
    No one can follow.... im taking about the filled out pdf
    ...
  • Profile Image
    Vick_W
    Answered on August 10, 2020 at 12:50 AM

    You are referring to the AutoResponder email content? 

    As far as the PDF is concerned, it can only be sent out as an attachment. However, if you like to customize the AutoResponder email content then you have complete control over it and you can completely customize it.

    You can remove the default template and create your own. Please check the guide below for more details.

    https://www.jotform.com/help/451-Spice-up-Your-Email-Campaigns-with-Autoresponders#Create-Email-Templates

    Thanks.