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    How to have option to send the Fillable PDF Form automatically

    Asked by labman3 on May 29, 2015 at 06:39 PM

    Do you want the sending of the PDF Form automated?

    YES thank you very much Jonathan.

    fillable pdf PDF Form
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    JotForm Support

    Answered by Mike_G on May 29, 2015 at 07:58 PM

    Here's what you can do in order for you to accomplish this: 

    From what I understand, you have a First form that when your client fills up and submits, he/she should receive an email that contains a link for her to get a Fillable PDF copy of the second form, is that correct?

    First you need to upload the PDF copy of your second form, somewhere over the internet and create a link to that pdf file to be downloaded. You may try to follow this instruction to do that.

    Suppose this is your second form: 

    docu1_1.png

     

    Go to "My Forms" and create a PDF copy of your second form. 

    thread9_2.png

    thread9_3.png

    After you have downloaded the PDF copy of your second form, you need to upload it to your Google Drive so that the form will be downloaded from there. 

    thread9_4.png

    Then, you need to get the Share link. 

    thread9_5.png

    Using the Share Link you can open a PDF copy of your form and download it from there.

    thread9_6.png

     

    You can use that link and include it on the AutoResponder message your client will receive when they submit the first form.

    However, that would redirect them to a page where they can download the file as shown on the image above. 

    So, we need to create a link that when they click it, downloading of the second form will start automatically. 

    To accomplish this, take note of the Share Link which has this format: 

    https://drive.google.com/file/d/FILE_ID/edit?usp=sharing

    FILE_ID refers to  0B50O8oK-Xbzud0xXM2xCbzdDdWs in the share link:

    https://drive.google.com/file/d/0B50O8oK-Xbzud0xXM2xCbzdDdWs/view?usp=sharing

     

    We only get the FILE_ID then, we modify the share link using this format:

     

    https://drive.google.com/uc?export=download&id=FILE_ID

     

    Replace the FILE_ID on the format above with the FILE_ID from the Share link.


    https://drive.google.com/uc?export=download&id=0B50O8oK-Xbzud0xXM2xCbzdDdWs

     

    Once we have the Modified link, we can now create a "Download Second Form here" link on the AutoResponder of the First form.

    Suppose this is your first form and you are in Edit mode. 

    Click Emails and click "Add New Email" button after.

    Then, choose AutoResponder and click Next.

    After clicking Next, Compose Email window will open. Then, follow the instruction below.

    So when you client submits the first form, he/she will receive an AutoResponder on the email he/she provided on the Email field of the first form.

    I hope this helps. If this is not what you would like to happen, kindly give us more details of your request and we will try our best to work on it. Thank you.