Formidable and E2PDF workflow
Formidable Forms
5 May, 2020 18:34:48
wn-nj
Topics: 3
Messages: 5
So,
1. I have created a form on formidable and tested it to work.
2. I am testing your free version. added my email address in the E2Pdf Connected Account:
3. created. template by importing a fully flattened pdf. mapped two fields from formidable, one input and one signature.
4. saved the form; (and when I go to edit again, I see the two mapped fields are holding...)
5. the template shows activated.
6. I have tried the suggested shortcode [e2pdf-attachment id="1" dataset="2"] or [e2pdf-attachment id="1"] and neither work. (yes, my formable data set happens to be #2)
7. in either of the page with code shows nothing
I have few questions:
a. what is the correct workflow (there is no documentation on to setup your plugin and use with formidable) ?
b. I want to send pdf as an attachment to my client, have them fill the form, do signatures a couple of times for approvals and email me back the pdf with signature on the pdf. what is the workflow for this?
c. if the plugin is filling the data on a pdf via attachment and embedding the signature, is there an api server call to your server?
d. if there is an api server call, what information is passed to your server?
e. is there an alternative option to my need to have a pdf filled, signed and returned via email to me ?
f. is there an alternative option that there is no api server call to your server ?
much obliged in anticipation
thanks
ps. attaching a few screen captures for your reference.
1. I have created a form on formidable and tested it to work.
2. I am testing your free version. added my email address in the E2Pdf Connected Account:
3. created. template by importing a fully flattened pdf. mapped two fields from formidable, one input and one signature.
4. saved the form; (and when I go to edit again, I see the two mapped fields are holding...)
5. the template shows activated.
6. I have tried the suggested shortcode [e2pdf-attachment id="1" dataset="2"] or [e2pdf-attachment id="1"] and neither work. (yes, my formable data set happens to be #2)
7. in either of the page with code shows nothing
I have few questions:
a. what is the correct workflow (there is no documentation on to setup your plugin and use with formidable) ?
b. I want to send pdf as an attachment to my client, have them fill the form, do signatures a couple of times for approvals and email me back the pdf with signature on the pdf. what is the workflow for this?
c. if the plugin is filling the data on a pdf via attachment and embedding the signature, is there an api server call to your server?
d. if there is an api server call, what information is passed to your server?
e. is there an alternative option to my need to have a pdf filled, signed and returned via email to me ?
f. is there an alternative option that there is no api server call to your server ?
much obliged in anticipation
thanks
ps. attaching a few screen captures for your reference.
5 May, 2020 21:40:09
E2Pdf
Support
Topics: 7
Messages: 3163
Hi,
a) You can use [e2pdf-download id="1"], inside formdaible forms success message/formidable forms view/formidable email message body. [e2pdf-attachment] shortcode can be used only inside formidable email message body (scrreenshot 1), (screenshot 2)
b) E2Pdf can't handle this. E2Pdf currently can only generate PDF for client download or send PDF as attachment.
c) PDF will be filled when form will be submitted and client will click download/email will be sent after fill
d) Plugin will call everything automatically.
e) E2Pdf can't handle this so there is no such option
f) no
We posted in other your topic link to our YouTube channel https://www.youtube.com/e2pdf so after viewing Formidable Forms to E2pdf: Certificate of Completion Demo video it must be more clear for you how to use E2Pdf.
We remain at your service.
a) You can use [e2pdf-download id="1"], inside formdaible forms success message/formidable forms view/formidable email message body. [e2pdf-attachment] shortcode can be used only inside formidable email message body (scrreenshot 1), (screenshot 2)
b) E2Pdf can't handle this. E2Pdf currently can only generate PDF for client download or send PDF as attachment.
c) PDF will be filled when form will be submitted and client will click download/email will be sent after fill
d) Plugin will call everything automatically.
e) E2Pdf can't handle this so there is no such option
f) no
We posted in other your topic link to our YouTube channel https://www.youtube.com/e2pdf so after viewing Formidable Forms to E2pdf: Certificate of Completion Demo video it must be more clear for you how to use E2Pdf.
We remain at your service.