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  • Profile Image

    Is it possible to have a user's submitted information reapplied to an agreement that can be modified and exported as a PDF?

    Asked by true on November 03, 2014 at 05:45 AM
    agreement information export pdf
  • Profile Image

    Answered by jedcadorna on November 03, 2014 at 06:40 AM

    I'm not sure what you mean by reapply. If you what you are referring to is editing the submissions data and export it as PDF then that is possible.

    You'll need to go to submissions page to edit the data and export as PDF.

    Click on Edit

    Click on PDF to export the file

    If this is not what you are trying to accomplish you may send a reply and explain to us the process you want.

  • Profile Image

    Answered by true on November 03, 2014 at 06:51 AM
    No. I mean reapply the data into an agreement form that I would review and adjust before sending a PDF to the client for approval.
    Thanks,
    Brian
    TRUE
    http://truestudios.biz
    http://truevideo.biz
    ...
  • Profile Image

    Answered by jedcadorna on November 03, 2014 at 07:34 AM

    You mean by populating the submitted data to an "agreement form"? Can you please confirm if this is the process you are trying to achieve.

    1. You have an original form where user's fill up (we will call it Form 1).
    2. You wanted the data from Form 1 to be populated to Form 2 (Agreements form)?
    3. User will submit Form 2 (Agreements form) and you will receive an email?
    4. You will then review and modify Form 2 before sending to your client? 

  • Profile Image

    Answered by true on November 03, 2014 at 07:51 AM
    Close. The only difference is that I want to the user submitted data from form 1 to be applied to form 2 (agreement form) where I can make adjustments and then export a PDF that I would then send to the client.
    Thanks,
    Brian
    TRUE
    http://truestudios.biz
    http://truevideo.biz
    ...
  • Profile Image

    Answered by Ben on November 03, 2014 at 08:46 AM

    Hi Brian.

    OK, if I understood you correctly.

    User fills out jotform1 then you get an email and go to jotform2 the users data and fill out few other fields and get its PDF to send to your client.

    Now if that is the case what you could do is setup the jotform1 as you would like it to be and then add 1 field that would be sort of a authorization field, something like "Contract ID - filled by personnel".

    Then you setup a thank you message for your client and send them the link to jotform.

    Once this authorization field is filled with the proper data (a match is found) and a form submitted, your jotform takes you to a new page (jotform 2).

    This would be possible to work out by setting the conditions to change the URL of the thank you page.

    This will also need to have data prepopulated in the second jotform and this guide explains that in a nice manner: Prepopulating fields to your JotForm via URL parameters

    Once you fill out the jotform2 you can have the email notification sent to your client, or you can get a link to PDF and download it and send it as a PDF instead.

    If this is what would work for you and you need a bit more details about setting it up like that do let us know and we will be glad to assist.

    Best Regards,
    Ben

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    Answered by true on November 03, 2014 at 09:31 AM
    OK - Thanks. This is more complicated than I had hoped. I was just trying to save myself some time from exporting a CSV file to import into File Maker Pro with an automated process.
    Thanks again for your help.
    ...
  • Profile Image

    Answered by Ben on November 03, 2014 at 10:37 AM

    Hi,

    You are welcome. I am sorry that the available approach would not work for you, but if at some time there is a possible way to do this with more automation we will get back to you through this thread.

    Best Regards,
    Ben