Attaching PDF files from form/survey submissions
planned
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The Team
Can we make it so we can automatically add a pdf version of a form/survey that is submitted to an email/sms workflow?
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Marty Mcclintock
is this what you're looking to do as for a document Upload? yes you acn do it easily with firnd and add object field
im guessing you have everything on paper and wsnt ti upoad them
if you have anything in a spreadsheet it gets even easier once you setuo your forms to match that spreadsheet
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Prasoon Dadhich
marked this post as
planned
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Keith Besherse
Prasoon Dadhich, thank you very much.
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Team Ivorey
Prasoon Dadhich Thank you!!
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Thomas Henaghan
Prasoon Dadhich When? This feature request dates back to Aug 29th 2022, and was marked as "planned" just shy of 3 years later. It's now 4 months past it being "planned." Can we get any kind of estimate as to when this long requested feature will actually be rolled out and usable?
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Tenesha Relford
This definitely should be at the top of the list all of my clients will need this. If I can't find a solid no hassle workaround until you get this created I may need to cancel my subscription.
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Luc Dadrifter
what the eff...GET IT DONE ALREADY
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Jose Paredes
I am having a serious trouble because i dont find a way to get a PDF attached with all information of the form submitted. This is something possible in wix, where you can fill a wix forms and automate to send an email with the information of the form in the email, but also as a PDF attached, including pictures, instead of the limitation with GHL forms that just send a link to the picture. This is urgent needed. Pictures are visible inside the PDF. Please, we need this function so urgent . Almost 600 persons are requesting this function.
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Marty Mcclintock
Jose Paredes didbyou trybaddig a document Upload inside forms?
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Keith Besherse
Available as PDF accessible by workflow action to add the link in a custom field, as an attachment, or in documents.
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Bryce Gammill
Desperately needed
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Krystal Bella
I’d like to have the form or survey upload to a custom field not in the documents section I hate that section
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Jordi-Lakeem Foster
This is an absolutely necessary feature. I have clients in the tax and salon care industry that would greatly benefit from this feature as their workflow is slowed down as a result.
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Jake Buchanan
It would also be great if you could use those documents in automations such as triggering an internal notification or sending the document via email as an attachment.
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