Custom PDF Privileges

  • Class_101
    Asked on January 20, 2022 at 10:40 AM

    Team,

    As a Silver Account Owner of numerous forms, I have the ability to print to PDF OR Custom PDF (allowing graphical/branded view of the form.


    Is there a setting where an assignee of a form on a free account would have this same privilege? This would be so useful to my team, if you have a permissions setting or a way to allow my assignees to have this functionality?

  • Christopher JotForm Support
    Replied on January 20, 2022 at 12:12 PM

    Are you perhaps referring to the PDF Editor?

    You can share your PDF Editor page through the share button as shown below.

    1642698462 61e996deb8528  Screenshot 10

    1642698526 61e9971ea805c  Screenshot 21

    You have the option to either share by link or invite through email.

    If you need further assistance, please let us know.

  • Class_101
    Replied on January 21, 2022 at 11:34 AM

    This may or may not be the answer...I was looking for dropdown functionality to preview/print ANY submission this way. For me, when I go to download or print, I have PDF OR Custom PDF as options. I was wanting to open up that functionality for our user/assignees to the form. Is that possible by privilege, as opposed to sending a link?

  • Parker JotForm Support
    Replied on January 21, 2022 at 1:01 PM

    Hello,

    If you invite by email the users account will then have access to download the PDFs from the table if they have access to that, and access to the PDF editor which they can print or download the PDFs there.