JotForm User Guide / Create Polished PDFs Automatically /

How to Save the Original PDF From Smart PDF Forms to Cloud Services

How to Save the Original PDF From Smart PDF Forms to Cloud Services

JotForm Smart PDF Forms converts your existing PDF form into an online form. That saves you time creating the form from scratch. Another benefit of JotForm Smart PDF Forms is the ability to download responses as part of the original PDF. Check out the following guide for more details about downloading the responses in the PDF.

How-to-Download-Submissions-in-Original-PDF-Layout

With JotForm Smart PDF Forms, it's also possible to save the original PDF to cloud services like Google Drive, Dropbox, Box, and Egnyte through an integration. 

For non-HIPAA accounts, follow these steps to set up the integration:

1. Go to the Settings tab.

2. Click the Integrations option.

3. Select Document Sharing as the category, and click on the cloud service you want to use.

For example, let's choose Google Drive. Click on the Google Drive option, authenticate your account, and set up the folder. Click the Complete Integration button to finish.

You can find the complete steps for setting up the Google Drive integration in How-to-Integrate-a-Form-with-Google-Drive.

For Dropbox: Upload-to-Dropbox-with-JotForm.

For Box: How-to-Integrate-JotForm-with-Box.

For Egnyte: How-to-Integrate-JotForm-with-Egnyte.


For HIPAA accounts, only Google Drive, Dropbox, and Box are available as cloud integrations. 

After choosing the cloud service and authenticating your account, you'll see that the Send PHI to Google Drive toggle is set to No by default.

If you leave the toggle on No, only the non-PHI fields can be chosen as the folder name. PHI fields aren't displayed. Likewise, the original PDF that's sent to Google Drive will include data from the non-PHI fields only.

Below is an example of a non-PHI field:

In the integration, only non-PHI fields are visible for the folder name selection:

And only non-PHI field responses are sent to the original PDF:

For more details on PHI fields, read the following guide:

How-to-set-PHI-fields-on-your-forms

When you toggle Send PHI to Google Drive to Yes, you will be required to sign the following consent form. 

This will allow you to select any of the PHI fields as the folder name, and responses to those fields will be sent to the original PDF that's saved to the cloud service. 

Note that for both HIPAA and non-HIPAA accounts, the PDF connection needs to be enabled in the settings so JotForm Smart PDF Forms can send the original PDF. 

 

Contact Support:
Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:
Contact JotForm Support: https://www.jotform.com/contact/

Send Comment