How to send PDF files in Jotform Tables

February 22, 2022

The Jotform PDF Editor is used to create customized PDF documents. With the functions of new Action Buttons – you can send the PDF document as an attachment to an email address whether manually or fetched from a field in the submission.

In order to set up your Action Button – open your Jotform Table from what you want to send files, scroll right to the right border of your table and click on the +Add button:

The +Add button will open the window where you need to select the BUTTONS tab and choose Send PDF, then click the Next button.

After that, enter a column name and proceed next.

On the final page, you are able to:

  1. Select PDF Documents you want to attach to the email.
  2. Open the PDF Editor for PDF customizing.
  3. Enable Password for PDF.
  4. Choose the field where the system can find emails for sending.
  5. Enter email addresses to send the invitations. On the right side you can see how many emails are left.
  6. Optionally add a message to your email.

Once you create a column, you will see the created column in your table with action buttons in front of every submission.

In this column, you can: 
(a) Send form. 
(b) Check the information if the form already sent.
(c) Click the arrow down and resend a form.

Example of the Email invitation:

If you want to edit your Action Button, click the arrow down button and select Edit column preferences.

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