How to include the original document in the email notification and download this document?

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    Braussie
    Asked on January 26, 2021 at 09:25 AM

    Guys, come on, you gotta do something much simpler than this.

    Everything is perfect with Jotform until you reach the PDF file for filled forms.

    This is extremely confusing and not effective at all!!!

    You guys have to do something about it.

    I'm just about to start looking for another company only because of this feature.



    This is a re-post of a comment on How to Print the Form with the Users Data

  • Profile Image
    Kevin_G
    Answered on January 26, 2021 at 10:52 AM

    Please provide us more details about the points where you experienced issues with the PDF editor, we will be happy to assist you further.


  • Profile Image
    Braussie
    Answered on February 03, 2021 at 05:23 PM

    Right, I've created forms using JotForm. To create the form using your platform is super easy and fast. That part is amazing.

    But when I send the link to the employee to fill-up the form, I have to archive some of the finalized form and some parts I have to send to my clients. The format that the submitted form comes up is completely different from the one they have filled. That is what I'm trying to find, a form maker which I can have a PDF of the filled form to archive and send to my clients.

    Let me know if that makes sense or not.

    Thanks

  • Profile Image
    Kevin_G
    Answered on February 03, 2021 at 06:45 PM

    Thanks for the details.

    If you have imported your own PDF document, you can download the data with this format, the following guide will help you to do so: https://www.jotform.com/help/881-how-to-download-submissions-in-original-pdf-layout

    You can also include this in the emails here is where to find the settings:

    1612395874_601b356239c11_

    Now, if you have not imported a PDF document, you can customize the PDF report, this guide will help you to do so: https://www.jotform.com/help/384-how-to-customize-pdf-submissions-report

    I hope this helps.