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One form multiple PDF files

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  • #4421 Reply

    Hi. I would like to create a form that will merge with one or more PDF files depending on how one question is answered.

    Scenario: The form will have a checkbox where the user checks which form(s) to use. Sometimes they will check more than one option. Is it possible to have more than 1 PDF attached to the same email submitted? For instance, if new client is checked, a new matter form must also be completed, and it might also need an additional parties form.
    1. New Client
    2. New Matter
    3. Change of Information
    4. Additional Parties

    Thanks for any insight.

    #4423 Reply

    Currently, the attachment function is limited to one attachment, however, we are now examining expansion of the functionality based on your need.

    Thank you for your question, we’ll be back with more information very soon.

    #4471 Reply

    We are still working on your request, in the meantime, I should mention the workaround to attaching all forms, which is to conditionally place a shortcode for each PDF form into the Email Action Message box to produce a link allowing the user to click to download the form.

    In other words, multiple shortcodes work in email actions…

    We remain at your service and will update you as we make progress towards attaching all the pdfs.

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