Attaching PDF File of Submission to Autoresponder Email

  • Profile Image
    Martin
    Asked on February 02, 2021 at 08:19 PM

    I followed the steps to customize the name of the pdf. It worked for the Notification Email but the Autoresponder still shows the submission ID. Can you please help?

    Thanks!



    This is a re-post of a comment on How to Assign a Custom Name to a PDF Document with PDF Editor

  • Profile Image
    hestia
    Answered on February 03, 2021 at 02:02 AM

    Hi @Martin,

    Thank you for reaching us.

    I have cloned your form to test it on my end and submitted it to review the Autoresponder Email. For your information, nothing has been changed on your original form. The Autoresponder E-mail I got didn't have Submission ID in any field and there was also no PDF attachment. Please see the screenshot below:

    1612334712_601a46789a1f8_

    If you want to add a PDF file of the submission to the Autoresponder Email, please see the steps and the screencast below:

    1. Click the "SETTINGS" tab on the "Form Builder" page, then select "EMAILS" from the menu on the left.
    2. Hold your mouse on the "Autoresponder Email" section and click the pencil icon to edit it.
    3. Select the "ADVANCED" tab on the edit page.
    4. Enable the "PDF Attachment" option from the button next to it, and select the "New Document 1", which is the PDF document created for submissions on the PDF Editor page, from the "Select PDF Documents you would like to attach the email." section.

    1612335680_601a4a403faf5_

    And when the form submitted, the PDF file will be attached to the Autoresponder Email and when I checked the name of the PDF file, it was containing the form user's name and the company field on the form. Please see the screenshot below:

    1612335578_601a49da6bbdf_

    If you need further assistance, please let us know.

    Thanks for using JotForm.

  • Profile Image
    Martin 
    Answered on February 10, 2021 at 10:23 AM

    Hi Hestia,

    thanks a lot for your quick reply. I think you I've sent the wrong link. Can you please check the following form:

    https://form.jotform.com/210317473849359

    Thanks!


  • Profile Image
    Amjad_A
    Answered on February 10, 2021 at 01:05 PM

    Hi,

    It seems that you are referring to the auto-responder PDF name, I have submitted a test response in order to replicate the issue, However, I have found that the name of the auto-responder is from one of the name fields in the form:

    1612980161_60241fc1083ac_testName.png

    Can you please check it again and let us know how it goes? If the issue still persists on your end, please provide us a screenshot, so we would be able to assist you further.

    We would be glad to assist you. Thanks.

  • Profile Image
    Martin 
    Answered on February 11, 2021 at 11:35 AM

    Hi Amjad,

    not sure why but now it works :) Thanks a lot!

    Have a nice day!