How to Send a Flow Report

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

Видео How to Send a Flow Report канала Jotform Workflows