How to save completed forms as individual pdfs

  • Woolard_Kim
    Asked on January 23, 2021 at 5:04 AM

    I'd like to create a form I can send to clients. Ideally, when they complete the form and press 'Submit', I would be emailed a copy of the form so I can then attach it to the relevant client's file in my CRM. Is this possible to achieve using JotForm?

  • Sara_G
    Replied on January 23, 2021 at 8:48 AM

    Hi,

    Thanks to contact us.
    You can attach a copy of the submitted form as PDF to your email notification.
    Please check this link for further details: https://www.jotform.com/help/503-how-to-include-submissions-as-pdf-attachment-in-the-email-notifications

    If you require further information, please let us know.
    Kind regards.