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    How to show text service contract in the PDF that we download and receive with email?

    Asked by sacnutritionist on December 04, 2015 at 12:06 PM

    Our patient intake form has a service contract on the last page. The pdf we receive has initials in required fields but the text is not found the pdf. Just initials. We need to receive the submission with the text from the contract as well. We need a copy of the signed service contract for liability reasons. When we receive the email submission the pdf is at the bottom an the intake form is in the body of the email. The body of the email has the complete service contract in it. I've searched my submissions and am unable to find a copy of the email sent. Can you please help me in two ways: One is to direct to me where I can find a copy of the submission email submitted by the patient. And, the other is to change the intake for so when it save it has all of the required text and not just the initials. 

     

    I am in urgent need of the singed service contract for Denise Schaad. Please help. pamela@sacnutritionist.com

    new submission Submissions submission email find
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    Answered by Ben on December 04, 2015 at 01:11 PM

    You can check all of the emails sent from your account by checking the logs as shown here: View jotform email history

    I took a look at the submissions panel and I was able to find her submission - and I see that it is flagged.

    Now when you are in the Submissions Panel, you can click on Get PDF option to get the PDF with all of the details.

    I have just tried and got all of the details in the PDF and they were all shown.

    Do let us know how it goes for you.

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    Answered by sacnutritionist on December 04, 2015 at 02:45 PM
    I went through all the steps below and was able to access the submission form and see the email with all the information. The problem we are running into is that when we click to save the PDF we no longer see the "service contract" portion of our form.
    I am not sure how to correct this issue and if you might be able to help?
    For future we would like to make sure that the emailed copy of the form that goes to patients will also have the service contract text portion and not just the initials.
    Please let me know if this is something you can help with.
    Thank you!
    Angela Scott
    Administrative Assistant
    916-488-8495
    www.sacnutritionist.com
    ...
  • Profile Image

    Answered by Ben on December 04, 2015 at 04:02 PM

    OK, I understand now what you mean Angela.

    I have resolved this for you and you will be able to see the PDF with this change applied for all prior submissions by grabbing the PDF in the manner mentioned above (from within Submissions Panel), but new submissions will immediately be as such (with the contract).

    The reason why it was not shown is because the option was turned off that decides if the images and text elements of your form should be shown or not.

    Now for you to know how to do the same on any other form, I would suggest taking a look at the following guide: How to show headers or text for contracts/terms/agreements in the PDF format of a submission

    Do of course let us know if you have any additional questions and we would be happy to answer them :)

  • Profile Image

    Answered by sacnutritionist on December 04, 2015 at 04:45 PM
    Ben,
    Thank you very much for your help on this matter.
    Angela Scott
    Administrative Assistant
    916-488-8495
    www.sacnutritionist.com
    ...
  • Profile Image
    JotForm Support

    Answered by Kevin_G on December 04, 2015 at 10:21 PM

    Hi Angela,

    On behalf of my colleague Ben, you are welcome.

    Feel free to contact us anytime if you have more questions or need more help, we will be more than glad to assist you.

    Thanks.