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Sharing documents

There are several ways to share your generated documents, including:

1.  Confirmation page

2. Notification/confirmation emails

3. Entries page

4. Shared entries

5. Integrations

6. JSON webhooks


Confirmation page

Go to Submission Settings in your form builder, and check the Documents box under the Include? option. Click the blank box to open the template drop-down list. From here, you can select the template/s you want to include on the confirmation page.

Notification/confirmation emails

Open your notification or confirmation email settings, and select the Documents option in the Attach? section. From here, select which template/s you want to attach.

Entries page

Go to your form's Entries page and select an entry to expand its details. Then, click Create Document and select the template you want to merge with the entry. After selecting your template, you can open/save your new custom document:

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Shared entries

Go to your form's Entries page and select an entry to expand its details. Then, click Share to open the Share Entry dialog and find the Attach? section. From here, select which template/s you want to attach to your shared link email.

Integrations

You can send documents automatically to hundreds of popular cloud services using our integrations with Microsoft Flow and Zapier.

  • In Microsoft Flow, select your documents from the list of Dynamic content.

  • In Zapier, your documents will appear listed according to their template ID (located in the top right hand corner of the Manage Dialog Templates dialog).

JSON webhooks

Create JSON webhooks to push generated documents into custom systems. When communicating data, entry documents will be listed as according to their template ID (located in the top right hand corner of the Manage Dialog Templates dialog). For example, Template ID:1 becomes Document1.

  1. {  
  2.     "id":"12345",  
  3.     "email":"test@test.com",  
  4.     "name":"Test User",  
  5.     "date_created":"2015-01-20T16:42.000Z"  
  6.     "Document1": "http://cognitoforms.com/d/32k4bb324bhj2l4jkbkjbgcode=rnfrj34WGlqkvHrN68Vt7C4"
  7.     "Document2": "http://cognitoforms.com/d/45jgherhhhrfe333nnkbkjbgcode=HYzrT8wASVGLNkfrle34"
  8. }  
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