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alexandermortonAsked on July 9, 2021 at 11:00 PM
Like the title says. I would like to create a form that when it is submitted will create a brand new report document (preferably a PDF) using the information given in the form. How do I achieve this? My goal is to ultimately have a form that has yes/no boxes. Depending on the way these have been ticked it will create a PDF document which has text on it that depends on the answers, I would also like to use Zapier to save this pdf in my sharepoint.
Thanks for your time.
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Amin JotForm SupportReplied on July 10, 2021 at 4:52 AM
Hi there,
Thanks for reaching out to us!
This is very possible by simply creating a PDF document in PDF Editor and associating it to your form. Submissions will apply into that document automatically.
Related guide: Applying-form-submission-data-into-a-pdf-document
As per integrating that PDF document to SharePoint, I'm afraid this is not possible. However, this is possible using other services such as Google Drive, Dropbox, OneDrive, etc.
A full list of available cloud storage integrations can be found here: https://www.jotform.com/integrations/category/file-sharing-and-storage
Should you have any further inquiries, we will be more than happy to help.
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alexandermortonReplied on July 12, 2021 at 1:46 AM
Hi I'm still confused and the video you sent me did not help me achieve what I want to. I need the submit button on a form to create a brand new pdf document every time it is submitted and fill out that pdf with information on the form.
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Rosa_CReplied on July 12, 2021 at 4:45 AM
Hi there,
I understand that you want to create a different PDF depending on the Yes/No answer on the form.
To achieve that please follow these steps:1 . Open the PDF editor-> Create two different PDFs
2 . Create two autoresponder emails, attach the first PDF to the first email and the second PDF to the second email
Guide: setting-up-an-autoresponder-email3 . Using conditional logic you can create a rule to send the email with the correct PDF based on user's answer.
Guide: how-to-send-email-based-on-users-answer
Please let us know if you will need any further help.
Best.