Notification and Autoresponder Emails as PDF

  • b-thiele
    Gefragt am 19. Mai 2023 um 14:46

    Wie ist es möglich, dass wenn mein Kunde mein Formular ausfüllt, das ausgefüllte Formular automatisch an mich per E-Mail als PDF zu bekommen? Und der Kunde am besten auch nochmal

  • Catherine Jotform Support
    Geantwortet am 19. Mai 2023 um 17:22

    Hi Benjamin,

    Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to assist you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd prefer to receive support in German, let us know, and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, I'll help you with your question. Attaching your submissions as PDF files to your Notification Emails is easy. Let me walk you through it:

    1. In Form Builder, in the orange navigation bar, click on the Settings tab in the orange navigation bar at the top of the page.
    2. In the menu on the left side of the page, click on Emails.
    3. Hover your mouse over the Notification Email element and click on the Pencil icon.
    4. Under the Advanced tab, toggle PDF Attachment to the On position.
    5. Now, scroll down, click on Save, and you're done.

    Notification and Autoresponder Emails as PDF Image 1 Screenshot 30

    Additionally, you can create an Autoresponder Email, and attach their submissions as PDF as well.  Your users will receive it every time they fill out the form. Let me show you how to set that up:

    • IForm Builder, in the orange navigation bar at the top of the page, click on Settings.
    • In the menu on the left side of the page, click on Emails.
    • Now, click on + Add an Email.
    • Next, select Autoresponder Email.
    • Under the Advanced tab, enable PDF Attachment
    • Make sure to Save.

     Notification and Autoresponder Emails as PDF Image 2 Screenshot 41 ​​

    Now, your customers will get an Autoresponder Email with the PDF attachment after they fill out your form.

    Give it a try and let us know if you need any more help.