Sending the Signed PDF to the Signer

  • SHARxPlan
    Asked on March 6, 2025 at 1:26 PM
    Preferably, auto send the signed PDF copy to the signer
  • Adrian Besilla JotForm Support
    Replied on March 6, 2025 at 2:10 PM

    Hi SHARx,

    Once the form is signed or completed, the signers will also receive a PDF copy of the signed documents in their email. But you can also try to Set up an Autoresponder Email and attach your PDF so that your signer can receive the copy of the PDF.  Let me show you how to set that up:

    1. IForm Builder, in the orange navigation bar at the top of the page, click on Settings.
    2. In the menu on the left side of the page, click on Emails.
    3. Now, click on Add Email.
    4. Then, select Autoresponder Email, and customize the options the way you want them, and you’re done.

    Sending the Signed PDF to the Signer Image 1 Screenshot 40 Now, attaching a PDF file to your Autoresponder Emails is easy. Let me walk you through it:

    1. In Form Builder, in the orange navigation bar at the top of the page, click on the Settings tab.

    2. In the menu on the left side of the page, click on Emails.

    3. Hover your mouse over the Autoresponder Email element and click on the Pencil icon.

    Sending the Signed PDF to the Signer Image 2 Screenshot 51

    4. Click on the Advanced tab, toggle Attach PDF to On position, and select the PDF file you created.

    5. Now, scroll down, click on Save, and you're done.

    Sending the Signed PDF to the Signer Image 3 Screenshot 62 Let us know if you have any other questions.