How to get Jotform to send questionnaire and engagement letter as separate PDFs?

I’m trying to set up an automation and could use some guidance.

I’ve attached an engagement letter to appear after a client completes our onboarding questionnaire.

What I’d like to do is receive the completed questionnaire and the signed engagement letter as separate PDF attachments each time a new client submits the form.

Right now, I’m not sure how to configure JotForm to do this. Could you let me know if there’s a setting or workflow adjustment that would make this possible?

Hi Arnason,

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 receive the completed questionnaire and the signed engagement letter as separate PDF attachments, you can create multiple PDF documents in the PDF Editor for your form. Then, set up separate autoresponder emails for each PDF and enable the PDF attachment option in each email's Advanced settings. Finally, use conditional logic to send each autoresponder email based on the form submission or specific conditions.

This way, you will get separate PDFs attached in your email notifications for each client submission.

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

Best regards,
Jotform Support

Hi arnasonaccounting,

Attaching your submissions as PDF files to your Notification 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 Notification Email element and click on the Pencil icon.

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

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

Give it a try and let us know if you need any more help.