How to add pdf copy of form to salesforce formstack

If you would like a PDF copy of the form submission to the Salesforce object record created/updated after your users click the submit button, check this option. After the form is successfully submitted, the PDF copy will be saved in Notes and Attachments related list on the Salesforce record.


How do I send attachments to Salesforce from Formstack?

With Formstack’s Salesforce integration, you can collect attachments on your Form and send the link to Salesforce along with any other Form data. This can be done by integrating with the Salesforce “Attachment” object. Attachments can be linked to other Salesforce objects, such as Account, Leads, Opportunities, and Contracts.

How do I export my form data?

Formstack has options to export your form data to CSV, Excel, Word, or PDF format. Exporting submissions is easy. Just follow these steps: ‍ Step 1: From the Submissions tab, locate the two dropdown menus at the bottom left of the screen.

What is Formstack’s connection to Google Sheets?

With Formstack’s connection to Google Sheets, you can instantly update spreadsheet information in real-time with form submission data. No need to manually enter all of that form data yourself!

How do I send a form to another Formstack user?

If you want to send a copy of the form to another Formstack user, choose Other Account (s). When you copy a form in your own account, it will be given the name of your original form with “- COPY” added to it. You can change the name of your form on the Settings tab of the form.

How do I add an attachment to Formstack?

Start by adding a File Upload field to the Formstack Form. For this example, the File Upload field on the form has been labeled “Attachment.” 2. Add an Attachment Object in the Salesforce integration settings by going into the Form > Settings > Salesforce > Objects > Select Object > Attachment.

How do I save a Formstack as a PDF?

Exporting your Formstack submissions or a specific submissions report to a PDF is super simple. In your form’s Submissions tab, you will see two dropdown menus at the bottom of the screen. The first menu allows you to choose whether you want all submissions or selected submissions to export to PDF.

Can I upload a PDF to Jotform?

You are able to upload PDF documents and convert them to forms only if they are fillable PDFs. This means they can not contain plain text, but they need to have fillable fields. If you need any assistance please let us know.

How does Salesforce integrate Formstack?

Integrate Formstack Forms with Salesforce by logging into your Salesforce account within the Formstack Forms app. You’ll need your username, password, and security token for access. Map form fields to the objects you want to populate in Salesforce. Multiple objects can be updated with one form submission.

Can I copy a Formstack form?

To copy a form, click on the “Forms” tab in your account. Then, click on the checkbox next to the form you would like to copy. Next, click on the “copy” button at the top of the page.

How do I download a PDF form?

Converting your form to PDF Or you can just hit Ctrl + P (on PCs) or Command + P (on Macs). Most modern browsers, including Chrome, will give you the option to print to PDF. To do so, select Save as PDF from the Destination dropdown. Then click Save in the lower right corner of the print dialog box.

How do I upload a PDF form?

Upload a PDF as a form templateGo to Templates >> Forms.In the Questionnaires column, click the upload icon.In the modal that appears, drag in a file or click Select PDF file and select a file from your device. … Choose a file from your device. … Once the PDF appears in the modal, click Add in the upper right corner.

How do I import a form into Jotform?

To import an existing form, from the account you want to import the form, go to my forms page and click Create Form button. Select the desired layout from the “Choose a Form Layout” window. Then click “Import Form” option at the bottom. Select “From a web page” option and paste the URL of the existing form.

How do you add a PDF file to HTML?

The easiest way to put PDF in an HTML document is using the tag with its href attribute. You need to add the URL or the reference link of your PDF file to the element.

What is formstack documents?

Combine Formstack Forms with Formstack Documents to bring data collection and document generation together in one, easy-to-use platform. Easily gather information from your team or customers and boost productivity with seamless document creation.

How do I link a Salesforce web form?

1:283:15How to Connect a Web Form to Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipThe first step when you use the connector for the first time you’ll be prompted to authorize aMoreThe first step when you use the connector for the first time you’ll be prompted to authorize a connection with the Salesforce. Account you want to use. We’ve already set up the initial connections.

Is formstack part of Salesforce?

Formstack’s Salesforce automation tools help teams save time and digitize processes at scale. “This is a great tool, and Formstack has excellent customer support. Highly recommend for those seeking to use in Salesforce.” “Our company got Formstack for Salesforce, and it has simplified so many things on our end.

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