How can we get a PDF of a submission in our email?

  • drcarmeldc
    Asked on March 14, 2016 at 2:51 PM

    How can I receive the completed jot form as a pdf rather than embedded in the body of the email?

  • Ben
    Replied on March 14, 2016 at 3:56 PM

    It is possible to get the email with the HTML and have the PDF attached to the same.

    You could however - if you wish - remove all content of the email, or switch to a text only version and have the text removed at that point instead, in either case the PDF would be attached to the same.

    To do that you would need to select "Attach PDF" checkbox.

    To get to it you need to go to Emails option in toolbar

    How can we get a PDF of a submission in our email? Image 1 Screenshot 40

    Once you open your emails, just click Edit button for the one that you wish to edit

    How can we get a PDF of a submission in our email? Image 2 Screenshot 51

    Within the email setup wizard we need to switch to the Advanced Settings tab where we will be able to see Attach PDF option.

    How can we get a PDF of a submission in our email? Image 3 Screenshot 62

    Once you do the same, you just Click the Next button until you set the entire email as per your preferences.