Submission PDF: Option to have the PDF File Auto Update when form is modified

Hello,

I have the option enabled in my form to send the PDF Version in the Email sent after it's filled out. I noticed that if I make a change to the Form, the PDF in the email DOES NOT reflect the change made. I have to manually go into the PDF Editor for the Form, select the button to confirm detected Form changes to update the PDF, then the PDF sent via email is up to date.

It would be nice to have the PDF auto update in the background after a form change instead of having to manually go into PDF Editor first and update the PDF with the changes.

Hi Lustre,

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.

Regarding your concern about the PDF not auto-updating after form changes, currently, Jotform requires manual confirmation of detected form changes in the PDF Editor to update the PDF version sent via email. This means the PDF does not automatically update in the background when you make changes to the form. You need to go into the PDF Editor and confirm the changes to have the updated PDF sent.

We understand that having the PDF auto-update would be a helpful feature, but at this time, manual updating is necessary.

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

Hi lustretouchco,

You’re right that when you make updates to your form, those changes are not automatically applied to the existing PDF document. The PDF Editor is designed to detect any modifications made to the form, but you’ll need to open it and confirm the detected changes before the PDF version is updated.

This is intentional, as it gives you control over how the PDF looks and prevents unintentional changes from disrupting the layout. For now, the workflow is to go into the PDF Editor and confirm the updates whenever you modify your form. There are three alternative solutions if the PDF file doesn't change when you update the form:

The first one is when you make any changes and open the PDF editor:

1. After you make changes in Form Builder, click on the Downward Arrow icon on the top-left side of the page and select PDF Editor.
2. Click on the Yes, Proceed button in the window that pops up, and the file will update automatically.

Second, you can always update the PDF file manually. Here’s how to do it:

1. Click on the Add Element menu on the left side of the page.
2. Then, click on the Form Fields tab, drag and drop or click on the fields you want to add your PDF document.

And third, you can create the PDF file in a new tab again. The new file will include all the fields on the current form automatically. It's easy to set up. Let's do it:

1. In the blue navigation bar at the top, click on the New PDF button.
2. In the windows that opens, choose a layout and that’s it.

Let us know if you need any more help.

Thanks, Mary!