Email PDF of form

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Michael Barath

• October 23, 2019 14:52

Hi. Is there a simple way to attach a PDF (or Word) version of a form which is emailed to the originator upon submission? Staff submitting monthly mileage reimbursement requests, for example, would like a PDF copy of the completed form to save for their records. Do I need to save the document to a file server and then try to attach from there? Thank you in advance.....

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  sysberry GmbH

  • October 23, 2019 15:01

  Hi Michael,

  you could try this function https://documentation.agilepoint.com/00/appbuilder/cloudjsGetFormAsPDF.html to save the form as PDF before submit and then offer to upload the file to a file upload control. Like this the form is saved in the control and could be send per email.

  Fell free to ask further questions.

  Regards,

  Alexey

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  Michael Barath

  • October 23, 2019 15:56

  Thank you Alexey. That is pretty slick. The PDF automatically downloads rather than opening in a browser, so I don't need to find an additional way to distribute. I truly appreciate your help. 

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  Tim Dempsey

  • June 26, 2020 00:11

  How would you save it to the file upload control if it download to your local machine?

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