How can I email my clients a copy of the completed contract including text

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    WOP2015
    Asked on February 18, 2015 at 07:26 PM

    Hi 

    I've seen the tips on creating an autoresponder to send an email to the client with the completed fields. But i'm creating contracts for clients and I would love to have them email themselves a pdf of the WHOLE form including terms and conditions - not just the fields they filled in. 

    Please advise. 

    Many thanks 

    Wani

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    ashwin_d
    Answered on February 18, 2015 at 11:05 PM

    Hello Wani,

    Please be noted that by default headings and text fields are not displayed in submission emails or submission PDF. If you want to show the contract in the submission PDF, you will have to enable the "Show Headers & Texts" in your for's submission settings. The following guide should help you on how to show headers and texts in submission pdf:  https://www.jotform.com/help/305-How-to-show-headers-or-text-for-contracts-terms-agreements-in-the-PDF-format-of-a-submission 

    You can add the PDF download link by adding {pdf-link} in your form's sutoresponder email alert. Once the form is submitted, users will receive submisison email with a PDF download link. Please check the screenshot below on how to add {pdf-link} in autoresponder email:

     

    If you want to show the contract in the submission emails, you will have to manually add the contract text in the autoresponder email template. Please check the screenshot below:

     

    Hope this helps.

    Do get back to us if you have any questions.

    Thank you!

  • Profile Image
    WOP2015
    Answered on February 19, 2015 at 05:56 PM

    This is perfect - thanks so much Ashwin. It is super appreciated. :-)

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    Shadae
    Answered on February 19, 2015 at 06:36 PM

    Hi WOP2015,

    On behalf of my colleague, you are most welcome. We are happy that we have been able to assist you.

    Please feel free to contact us if you need further assistance.

    Thank you.