All About Jotform Attachments

May 24, 2024

With Jotform, adding attachments is super easy. You can even add them to your autoresponders to make sure your form fillers have PDFs for their own records. It’s very easy to automate the process, it just requires a little bit of extra time when you’re setting up your form.

How to Add a File Upload Field and Send it as an Email Attachment

This is a two-fold process. The first step is to add a file upload field to your form. This is as simple as dragging and dropping an element into your form.

  1. In the Basic elements tab of the Form Builder, drag and drop the File Upload element into your form.
The File Upload
  1. Click the gear icon to open the Settings. From there you can go to Options and change the accepted file formats.
The allowed file types in Jotform File Upload

Then go to Multiple to limit the number of files someone can upload.

The allowed number of files in Jotform File Upload

How to Include Attachments in Form Submissions

The next part is to include attachments in your submission emails. You can do that in a few steps.

  1. In the Form Builder, click Settings.
The Jotform Form Builder Settings page
  1. Go to Emails and click the pencil to edit your notification.
Steps to edit Jotform Notification
  1. Go to the Advanced tab and toggle Send File Uploads as Attachments to ON. Click Save.
The Send File Uploads as Attachments option in Jotform

How to Attach a PDF of a Form Submission

Attaching a PDF and sending it to your form filler is similar to sending a file as an attachment. But the process has a couple tweaks.

  1. In the Form Builder, go to Settings, then click emails, and click the pencil icon.
Steps to edit Jotform Notification
  1. Toggle Attach PDF to ON and make sure to check the box below it. Click Save when you’re done.
The Attach PDF option in Jotform Notification

How to Include a PDF Submission Link

Some email clients won’t allow you to send attachments bigger than 5 MB. One way around this is to send a link to a PDF. Creating a link to a PDF is easy and you can even automate the process.

  1. In the Form Builder, go to Settings, then go to Emails. Click the pencil icon to edit either email.
Steps to edit Jotform Notification
  1. Click + Form Fields in the formatting toolbar. Select PDF Link. You might have to move the PDF Link around in the email content area.
Steps to add the PDF link in Jotform Notification
  1. Click Save when you’re done. Then send yourself a test email to make sure it works properly.
The Save button in Jotform Notification

The test email should have a PDF link space in the body of the email.

A Jotform test email
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