How can I add all the Terms & Conditions text to the pdf that gets emailed

  • MarieMonforte
    Asked on May 4, 2016 at 4:51 PM

    Hi, 

    I have the box for "Attach pdf" checked on my form when emailing submission, but not all the fields are included.  I want my clients to receive a copy of the entire form, including all the text I have written in (which are my full terms and conditions) so they can reference it later.  

    How can I add that in?

  • Mike
    Replied on May 4, 2016 at 5:28 PM

    Please enable a 'Show Headers and Texts' option from Submissions page to include the text information into submission PDFs.

    Related guide:

    How to show headers or text for contracts/terms/agreements in the PDF format of a submission

    How can I add all the Terms & Conditions text to the pdf that gets emailed Image 1 Screenshot 20

    If you need any further assistance, please let us know.

  • MarieMonforte
    Replied on May 4, 2016 at 8:45 PM
    Hi Mike,
    Thank you for helping me with this, but I’m not sure this sufficiently answers my question. I followed these instructions, step by step, and then tested it by submitting a new form, and once again none of the text was included in the pdf that is emailed out.
    I want both my submitter and myself to automatically receive an email with a pdf of the full contract, in its entirety including the text (almost as if it were just printed out) upon submission.
    When I tested it the email that was sent to both submittor and myself only included the fields filled out and a copy of the signature.
    Thank you,
    Marie Monforte
    ...
  • Chriistian Jotform Support
    Replied on May 4, 2016 at 9:59 PM

    I checked the submission on the form and I noticed that the "Show headers and Texts" option was not checked as my colleague suggested.

    I have now checked the said option so that on the next submissions, the PDF you receive on the email should have all the verbiage included in the form.

    How can I add all the Terms & Conditions text to the pdf that gets emailed Image 1 Screenshot 20

    Please test on your end to confirm that the verbiage is there. If you need further assistance, please let us know.

  • MarieMonforte
    Replied on May 4, 2016 at 10:05 PM

    I did check that - I just couldn't figure out how to "save" it so it would STAY checked.  Every time I went back into it the box was unchecked again 

  • Chriistian Jotform Support
    Replied on May 4, 2016 at 10:23 PM

    Once you check the "Show Headers and Texts" option, simply click on the Gear icon again to close it. A working icon on the bottom right of the page will appear to indicate that the new checked options have been saved.

    If you need further assistance, please let us know.

  • MarieMonforte
    Replied on May 4, 2016 at 10:45 PM
    I did check it - it just won’t STAY checked (next time I go back to it). I would like to do the same for all the forms I have in my account. How would you suggest I proceed?
    Thank you,
    Marie Monforte
    ...
  • Chriistian Jotform Support
    Replied on May 4, 2016 at 10:56 PM

    That seems odd. Clicking the gear icon to close the options should automatically save your checked options. I viewed your submissions again and I did notice that the "Show headers and Texts" is still checked.

    I unchecked and then checked the option again and I can see that the option is being saved. The "Show headers and texts" remains checked on my end. You can do the same on the rest of your forms.

    How can I add all the Terms & Conditions text to the pdf that gets emailed Image 1 Screenshot 20

    Please check on your end and let us know if you do encounter any issues.