How to Send a Flow Report

Описание: Want to automatically send PDF reports at any step in your Jotform workflow? 📩

You’re in the right place! In this tutorial, we’ll walk you through how to add a PDF report element to your approval workflow, so your team or clients can receive critical data exactly when they need it.

With Jotform’s PDF report element, you can:
Send custom PDF reports after any workflow step
Choose which documents to send and who receives them
Add password protection to reports for added security
Customize the email content and sender details
Track approval history and submission data in the PDF

Whether you're managing purchase approvals, onboarding workflows, or internal requests, this feature helps streamline communication and keep everyone in the loop.

#JotformWorkflows #JotformTutorials #WorkflowAutomation #JotformFlowReport
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👉 Try Jotform Workflows for free: https://link.jotform.com/IlUTFke8C2
👉 Explore 200+ Free Workflow Templates: https://link.jotform.com/4v2m7OPZR0
👉 Instant Insights into Workflow Activity: https://link.jotform.com/Y0NCnbKhmJ
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00:00 Introduction
00:22 Accessing Your Workflow
00:33 Adding the PDF Report Element
00:52 Connecting the Report to Workflow Steps
01:28 Configuring PDF Report Settings
02:23 Customizing Email Notifications and Sender Info
03:04 Testing the Workflow with a Preview
04:54 Viewing the Sent PDF Report
04:48 Subscribe to Jotform Workflows