Setting up an Autoresponder Email and Attach PDF File

Can you explain to me the following:

Once the client completes the form-I would like for them to receive this .pdf via email. I set up an auto-responder but it does not appear to be working in my tests. Perhaps, I have something set up incorrectly.

I am getting ready to send both the 2024/2025 Sales and Payroll Forms to approximately 200 plus clients and need everything working perfectly!!

Thank you again for all your help.

Hi Melanie,

I checked your form, and it seems that you haven't set up an Autoresponder Email. It is really easy to do, as well as attaching the PDF file to the email. Let me show you how to set that up:

1. In Form 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. Then, click on +Add Email.
3. Select Autoresponder Email, and click on the Advanced tab, toggle Attach PDF to the On position, and select the PDF file you created.
4. Now, scroll down, click on Save, and you're done.

Check out the screencast to see my results:

Reach out again if there’s anything else we can help you with.