How to send the PDF with signature via Email Notifications?

  • dubaifinanz
    Gefragt am 29. November 2023 um 08:44


    Können wir nach dem Fragebogen, ein PDF als "Seitenhintergrund" hinterlegen und dann entscheiden, welche Info wo raus kommt. Dieses PDF würde dann zum Kunden gesendet und zu uns um fertig zu unterschreiben.

    Gegebenenfalls auch schon direkt unterschreiben.


  • Joshua_T Jotform Support
    Geantwortet am 29. November 2023 um 09:03

    Hi Iris,

    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 help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have 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, let me help you with your question. I apologize for the confusion on your question. Are you trying to generate a PDF based on the answers of the users? If so, this is automatically generated, and you can attach the PDF to the Email Notifications. Let me show you how:

    1. In Form Builder, click on Settings from the top bar menu, and click on Emails from the left panel menu.
    2. Then, hover your mouse over the Notification Email, and click on the Pencil icon.
    3. Next, go to the Advance tab, Enable the Attach PDF, and select the PDF Document available.
    4. Finally, click on Save and do the same to the Autoresponder Email if you want your users to receive the PDF in the email as well.

    How to send the PDF with signature via Email Notifications? Image 1 Screenshot 20

    I recommend that you collect the user's signature while filling out the form. That way, when the PDF is generated, the user's signature is included.

    Reach out again if you have any other questions.