Formatting jotform's emailed PDF

  • yaelhurwitz
    Asked on December 17, 2015 at 11:51 AM

    Hi.

    This is not my first time asking this question here, and I still have not received the right answer.

    I'm trying to get my form to email me the PDF version to print and file. We have a law firm and shareholders are signing legal e-certificates and it needs to be properly formatted. Where can I edit this and why isn't the text appearing properly?

    Please let me know asap.

    Thank you. 

  • Mike
    Replied on December 17, 2015 at 1:20 PM

    Thank you for contacting us.

    Unfortunately, PDF generation is not a trivial task. You have two options, use default PDF format, or Customized PDF format.

    In order to restore default PDF format, go to Reports and remove a 'PDF Design' report.

    Formatting jotforms emailed PDF  Image 1 Screenshot 20

    Alternatively, you can try to adjust PDF Design template in order to affect Submission PDF files.

  • yaelhurwitz
    Replied on December 17, 2015 at 2:45 PM
    Thank you, I need a little more direction than just this.
    Can I set this up on my account that every form I create (and I can clone from the original) will be set up with proper pdf formatting and will be emailed to me upon receipt?
    Yael Hurwitz
    yaelhurwitz@me.com
    ...
  • David JotForm Support
    Replied on December 17, 2015 at 4:20 PM

    You can customize the PDF from the submission view in your account:

    Submissions page -> Get PDF (click) -> Customize PDF

    Formatting jotforms emailed PDF  Image 1 Screenshot 20

    You can add text, adjust sizing and so on.  The formatting does not carry over to other forms and would need to be customized for each form if that is what you require. 

  • yaelhurwitz
    Replied on December 17, 2015 at 5:58 PM

    So this can only be done once a form is submitted? I can't create a template for future form submissions?

  • Jeanette JotForm Support
    Replied on December 17, 2015 at 10:07 PM

    You can create a PDF form using your webform, yes, however, if the forms are too long, it won't be converted to PDF successfully.

    Here is a guide to do this:

    http://www.jotform.com/help/212-How-to-Create-a-PDF-Form

     

    At any rate, the PDF form cannot be customized, so my advise will be to keep your web forms as a way to make your users to contact you- fill them out.