Can I send a PDF export of a submitted form to someone during the workflow process?

Enable PDF Export

It is possible to email a PDF copy of a submitted form to someone during the workflow process. in order to do this, you must first enable the setting Allow the exporting of documents in this app in Form Settings:

• From the Form Builder click Form Settings at the top right of the screen
• Check the box next to Allow the exporting of documents in this app.

Enabling this setting will allow you to include a PDF copy of the completed form and its associated comments in a Notification email.

Configure the Notification Step

A PDF export of a submitted form can be emailed to someone during the workflow process by configuring a Notification Step (for more information see How Do I Create a Notification Step?).

Once you have added a Notification Step to your workflow, enable the Notification Step setting Attach PDF of the Completed Document by checking the box. 

If you wish for the workflow status and associated comments to be included in the PDF sent via the Notification email, be sure to enable the setting Include workflow status in PDF.