Release: Jun 04, 2023

Form Attachments Available in PDF and Email Notifications
Make your forms more dynamic and interactive by adding Attachments

Form Attachments Available in PDF and Email Notifications

Formitize Form Attachment in PDF and Email Notification 

What it does

The new Form Attachment feature in Formitize allows recipients to add Attachments to forms if the 'Attachments' field has been included in the form template. This feature allows for a more dynamic and interactive way of filling out forms, making it possible to include additional information or proof in the form of Attachments.

How it works

The new feature works seamlessly once set up, requiring minimal intervention on your part. To include Attachments in a report notification email or to make them available within a PDF, you will need to take the following steps in the Form Builder:

  1. Go to 'Forms' and click 'View Form Templates' on a form which you have used the 'attachment element'.
  2. Select the Form Template you wish to modify.
  3. Go to 'PDF'.
  • To set up / modify a Report Notification Email: Go to 'PDF Options' and select 'F1 Email Notification' from the List Drop Down. Save the settings and go to 'PDF Settings'.
  • To set up / modify a PDF Attachments: Click on the 'PDF Settings' tab.
  1. Select 'Attachment' from the 'Element Drop Down'.
  2. Select the Attachment.
  3. Save Settings.

These steps will ensure that Attachments can be included in your report notification emails or made available within a PDF, depending on your preference.

Getting Started + Setup

To get started with the new Form Attachment feature, you need to first ensure that the 'Attachments' field is included in your Form Template. If it isn't, follow these steps to include it:

  1. Go to 'Forms' and click 'View Form Templates'.
  2. Select the Form Template you want to modify.
  3. Include the 'Attachments' field in the template and save the changes.

Now, your form recipients will be able to add Attachments to the forms they fill out. Depending on the settings you've set up, these Attachments can either be included in report notification emails or made available within a PDF.