How to embed PDF report in emails?

  • meadwebdesign
    Asked on September 14, 2016 at 8:18 AM
    Will the PDF go to user and the form owner? Thanks
  • Kevin Support Team Lead
    Replied on September 14, 2016 at 8:27 AM

    Yes, you may include the PDF report in the emails that you and your submitter receive, for email notifications, please follow the steps below. 

    For both, email notifications and auto-responders, click on the email icon at the top toolbar to open the emails wizard: 

    How to embed PDF report in emails?  Image 1 Screenshot 80

    Now click on edit on the email notification that you want to include the PDF report in. 

    How to embed PDF report in emails?  Image 2 Screenshot 91

    Here you may include a link to the PDF report by clicking on "Form Fields" and then clicking on the option "PDF Link": 

    How to embed PDF report in emails?  Image 3 Screenshot 102

    Another option is to enable the attachment option, to do it go to the Advanced tab and mark the option to attach the PDF report in your email notifier:

    How to embed PDF report in emails?  Image 4 Screenshot 113

    Now, for auto-responders, once in the email wizard click on the edit button: 

    How to embed PDF report in emails?  Image 5 Screenshot 124

    Then same step as on email notifications, click on the Form Fields->PDF Link option to include the report link in the email: 

    How to embed PDF report in emails?  Image 6 Screenshot 135

    And you can also go to the Advanced tab and turn on the PDF attachment: 

    How to embed PDF report in emails?  Image 7 Screenshot 146

    This way you and your submitter will get a copy of the PDF report each time your form is submitted. 

    If you have any question, please let us know.