How do I add to our forms an email push when form is completed?

I want my worker to be able to put the clients email in the form, I want to add to our forms when my workers are don't filling out the form and e-signing off on them that it will push to the client the finished PDF version of the form from the entered email address on the form.

Hi Nathan,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

To send the finished PDF version of the form to the client's email entered in the form, you can set up an email notification with the PDF attached. Let me show you how:

1. Go to your form's Settings tab.
2. Select Emails and click on Add an email.
3. Choose Notification Email and set the recipient email to the client's email field from your form.
4. Enable the PDF attachment option to send the completed form as a PDF.

This way, when your workers complete and e-sign the form, the client will receive the finished PDF automatically.

Give it a try and let us know how it goes.

Not working.

Hi Nathan,

One of our Support Team members has taken over this thread and will assist you further.

Reach out again if you need any other help.

Hi Nathan,

Thanks for reaching out to Jotform Support. I understand that you need your worker to input your client's email address into the form, and will let your client sign the PDF version of the form. To achieve this, you can create a Jotform Sign document your client can sign.

With Jotform Sign, you can upload your existing PDF document and request signatures from your clients. Here's a detailed guide on how to create a Jotform Sign document. Once the Jotform Sign document has been created, you can create a separate form that your worker can fill out to enter the client's name and email. Here's an example form:

Then, we can enable the Workflow feature on the form to automatically request signatures from your client when your worker submits the form. Let's walk through the process:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. Click on Workflows on the left side of the page.
3. Click the Create Workflow button.
4. In the Workflow Builder, find the Sign Document from the Workflow Elements list and drag and drop it into your Workflow.
5. Click the Add Document button.
6. Select the document from the list.
7. Set the signer's name as the value of the Name field in the form and the signer's email as the value of the Email field on the form.
8. Click Save.
9. Drag and drop the End element to the Workflow.
10. Connect the Sign Document element to the End element.

Let us know if there’s anything else I can help you with.

This is not what I want. What I want is when my workers complete a form with their signature, and when they click completed. This form gets pushed out to the client in PDF version that its completed from the email address my workers added on the form they are completing. The email address on the form.

When my workers add the clients email address on the form. That's who the PDF version gets pushed to when the form is completed.

Hi Nathan,

You can add a PDF element on your Workflow after the Sign Document element on it to send a PDF version of the submission to your clients. Let me show you how to do it:

1. In Workflow Builder, click on Add Element on the upper left side of the page.

2. Drag and drop a PDF element from the left side of the page to your Workflow.
3. Click on the Gear icon of your PDF element.

4. Click on Form Fields on the upper right side of the pop-up window, and click on your form's Email field.

5. In Send Submissions as PDFs, tick the checkbox of your PDF document.
6. Click on Save on the lower right side of the pop-up window.

If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

Once we hear back from you, we'll be able to help you with this.