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    Custom Legal PDF Template with Form Answers... AUTOSENT at Checkout

    Asked by TRWARD321b on November 02, 2016 at 10:57 AM

    Hi there, 

     

    Is it possible for me to make a CUSTOM PDF that automatically incorporates USER FORM DATA... that will sent AUTOMATICALLY via email after they checkout/submit?

    ex. 

    USERS enter their form data...   Name, Address, etc.

    and then that data filters into my Pre-Made PDF (a custom made PDF with legal verbiage)

    ex.

    "This Document herein declares that {firstname} has registered for this legal and to-be-signed agreement.  This agreement begun on {date} entitles {firstname} of {address} to be entitled the sum of {number} at time of signing."

     

    This process is very important to my client... if this can not be achieved with JotForm, would I have to create the embedded form and the PDF with Acrobat?

     

    Please advise.

     

    Ryan

    template PDF template JotForm name form data create
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    JotForm Support

    Answered by BJoanna on November 02, 2016 at 02:40 PM

    I think that this can be achieved with text field where you will have to place values of your other field. 

    Inside of this guide you can find how to find field IDs and names:

    https://www.jotform.com/help/146-How-to-find-field-IDs-and-names 

    After that you will have to customize your PDF report. You will need to check  check "Show Headers and Texts" option in the form submissions page and customize fields that you to not want to be shown inside of PDF report that is created of your submissions.

    https://www.jotform.com/help/305-How-to-show-headers-or-text-for-contracts-terms-agreements-in-the-PDF-format-of-a-submission 

    https://www.jotform.com/help/384-How-to-Customize-PDF-Submissions-Report 

    Finally you will need to create Autoresponder email and to set PDF Attachment to YES inside of Advanced settings of your Autoresponder email.

    Here is my demo form: https://form.jotform.com/63066118348962 

    Hope this will help. Let us know if you need further assistance.