Attach to an email notification

Help Desk ›› How to ›› Attach to an email notification

April 20, 2021 17:38:03

amarquez

Topics: 1

Messages: 1

Hi team!

I bought the plugin for Formidable Forms and am trying to do the following:

1) Have all values convert to a PDF

2) This PDF is then attached to the notification email the client receives so they can print

How can I do this with the plugin?

Having a hard time setting up templates and making this work.

April 20, 2021 18:08:31

E2Pdf

Topics: 7

Messages: 3614

Support

Hi,

1. You will need to create E2Pdf Template connected to needed form. You can use one of the following options while creating PDF:

- "Empty PDF". In this case you can use Drag&Drop functionality to create needed fields.
- "Auto PDF". E2Pdf will try to recreate all fields inside E2Pdf Template according to checked form. It still could be need to make some correction.
- "Upload PDF". You will need to upload pre-made PDF and map fields with "Visual Mapper" via "Right Mouse Click" -> "Map".

Here is simple example with basic usage:

2. To attach PDF you will need just to add [e2pdf-attachment id="1"] shortcode to your mail body of Formidable Forms, where 1 is the ID of E2Pdf Template mapped with to needed values. It's also showed in video example.

P.S. In most cases E2Pdf uses shortcodes which is available under Formidable Forms View.

We remain at your service.

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