The Email PDF on Submitted setting enables IndyForms to automatically email a PDF copy of the completed form to the submitter.
This is useful when contributors need a confirmation or record of what they submitted, such as clinical assessments, consent forms, or care plans.
What happens when this setting is enabled?
When Ethe mail PDF on Submitted is checked:
The person who submits the form will receive an email automatically
The email includes a PDF copy of their completed form
The PDF reflects the final submitted version of the record
💡 The email is sent only after the record is submitted, not while it’s being saved or edited.
How to enable Email PDF on Submitted
Go to the Form Builder (Edit Design)
Select the Settings tab in the Form Builder
Scroll to the Record Notifications panel
Check Email PDF on Submitted
Click Publish to apply the new settings
Once published, all future submissions will trigger an email with a PDF copy to the final submitter.
Frequently Asked Questions (FAQs)
The PDF is sent only after the form is fully and finally submitted.
PDFs are not sent for section submissions or saved progress.
The PDF is emailed to the user who submitted the form upon final submission.
If multiple users contribute, only the last person to submit the form receives the PDF.
Administrators do not automatically receive a copy of the PDF.
This setting applies to internal users only, not public submissions.
Tips
Use this setting when contributors need a confirmation or personal copy of their completed form.
Ensure the correct user completes the final submission if a specific person needs the PDF.
Always publish the form after enabling this setting for it to take effect.