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Attach PDFs of Submissions to Email Notifications

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  1. Add an Email Submission Event to a form
    Email event type fields.

  2. Expand the Advanced menu and fill out the PDF Configuration fields
    PDF configuration settings with options to exclude elements and select page size.

    • PDF File Name: Enter the desired name for the PDF attachment

    • Exclude Elements: This allows you to remove elements from the PDF that may not be relevant to this recipient

    • Display submission ID: Turning this on will ensure the submission ID is added as a footer to each page of the PDF

    • Display external ID: Include the External ID/Receipt ID in the footer of the PDF

    • Include payment details: If you have added a payment event to the form, toggle on to add a page break after the form content and include the payment receipt information

    • Include calendar booking details in PDF: If you have added a calendar booking event to the form, you can toggle on the option to include the information in the PDF

    • Page break on form pages: Turning this on will create a page break in the PDF that reflects the page breaks in the form itself

    • Append PDF file attachments: Toggle on to combine the submission PDF with all of the attachments for the submission into one file.

    • PDF Page Size: Select A4 or US Letter as the PDF size

    • Custom PDF: If you have added a custom PDF to your form, you will see a Custom tab where you can select a custom PDF from the drop-down.

    • Add PDF: If needed, add additional PDF configurations to the submission event

  3. Click Save