Approval Flows: Option to attach PDF copy of submission

  • nyruralschools
    Asked on July 9, 2021 at 7:53 PM
    PDF attachments from within Jot Form and additional attachments are NOT working for approval flows. Please address ASAP.
  • Sonnyfer JotForm Support
    Replied on July 9, 2021 at 7:56 PM

    Hi there - Unfortunately, such a feature isn't implemented yet. The same is discussed on the ticket you originally replied to.

    Anyhow, I'm escalating this ticket as a Feature Request so that you'll also get notified as soon as the PDF attachment in Approval Flows is implemented.

  • nyruralschools
    Replied on July 9, 2021 at 10:05 PM

    Why would the system allow it as an option then??

  • Patrick_R
    Replied on July 10, 2021 at 1:48 AM

    Hello! Our apologies for the confusion. It is is possible to attach PDF submission documents to the approval email and as far as I can check, it is working as expected.

    May we know with which form you're facing this problem? We'll check and get back to you accordingly.

    Thank you!

  • Patrick_R
    Replied on July 10, 2021 at 1:51 AM

    Adding to my previous reply: As far as form uploads are concerned, it is not possible to attach those with approval email but you can pass links to these files in your approval emails; approvers can thus download these files on their computer by clicking these links.

    Thank you!

  • İrem JotForm Developer
    Replied on February 18, 2022 at 8:56 AM

    Hello,

    Inside Approval Builder, you can add your submission attachments & submission PDF documents by following the steps below:

    1. Open Approval Builder and open the 'Email' element settings.1645192524 620fa54ceef3d Screen Shot 202 Screenshot 10
    2. Go to the Advanced tab.
    3. Toggle 'Send Uploads as Attachment' and 'PDF Attachment' settings and choose your PDF documents from the list.1645192542 620fa55eb40d2 Screen Shot 202 Screenshot 21
    4. When you're done, you'll receive an email including the PDFs and uploads at the same time.

    1645192557 620fa56d7961c  Screenshot 32


    Please give it a try and let us know if you encounter any issues.

    Thank you for contacting us!