How to Attach Submissions as PDFs in Email Notifications

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With Jotform, it is possible to attach submissions as PDFs to your email notifications and track your submission data directly from your email inbox.

To include PDF reports in your email notifications

  1. In Form Builder, at the top, go to Settings.
  2. Select Emails on the left, then choose the notification to edit.
Steps to edit a notification in Form Builder
  1. Next, go to the Advanced tab.
  2. Enable PDF Attachment, then choose the PDF template to use.
Arrow guides for enabling PDF Attachments in Form Builder
  1. Scroll down to the bottom and select Save to save the changes.

Did you know?

You can edit and customize your PDF reports in Jotform PDF Editor.

PDF Attachment for HIPAA Accounts

If your submission data contains protected health information (PHI), attaching submissions as PDFs may result in a HIPAA violation as most email services do not provide built-in encryption. To avoid this type of data breach, Jotform asks you to protect submission PDFs with a password if you want to receive them as an attachment in your email notifications.

Your password must contain a minimum of 8 characters and it must be a mix of upper case, lower case, numbers, and special characters.

Arrow guides to password-protect PDF attachements, for HIPAA, in Form Builder

After you complete configuring your submission PDFs and protecting them with a password, you will be able to receive them in your email alerts. You can open the PDF directly in your browser or download it to your computer and open it later. You need to provide the correct password to view the PDF.

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