How to create a download PDF on a web form confirmation page

The following instructions build on how to create Fillable PDF forms. Please complete these steps before creating a download PDF link on the confirmation page.

Locating the Form ID number

From the administration bar, select Workbench, and then select My Dashboard.
Under Forms, select the drop-down arrow beside Form.
Select Manage PDFs.
Select Edit under the Operations column for the Web form you want to create the download PDF link for.
Under Form Info, locate the Form ID number (the number between the square brackets).
1. In this example, the Form ID number is 1.
The Form ID number will be used in the next steps to create the “Download PDF” link.

Configuring the form to allow viewing submissions using a secure token

For maximum data security, submitted form information cannot usually be retrieved by users who are not logged in. We need to change the configuration to allow this, using a secure token so they only have access to their specific submission.

From the administration bar, select Workbench, and then select My Dashboard.
Navigate to the Forms list.
Locate the form you want to configure and select the drop-down menu under the Operations column.
Select Settings.
Select the Submissions sub-tab.
In the Submission access token settings section, select Allow users to view a submission using a secure token. Do not enable any of the other options.
Select Save.

Creating the Download PDF Link

If you are still on the Submissions sub-tab, you can start from step 5.

Instructions if link button is shown in Confirmation tab

From the administration bar, select Workbench, and then select My Dashboard.
Navigate to the Forms list.
Locate the form you want to configure and select the drop-down menu under the Operations column.
Select Settings.
Select the Confirmation sub-tab.
In the Confirmation message field, enter link text for the download PDF link
1. Example: "Download PDF"
Highlight the link text for the download PDF link, and select the Link icon.
Paste the following text: [site:url]fillpdf?fid=FormID&entity_type=webform_submission&entity_id=[webform_submission:sid]&token=[webform_submission:token]
1. Before saving the URL, replace FormID with the number that was in the square brackets from step 5, Locating the Form ID Number.
Select Save.

Instructions if link button is not shown in Confirmation tab

From the administration bar, select Workbench, and then select My Dashboard.
Navigate to the Forms list.
Locate the form you want to configure and select the drop-down menu under the Operations column.
Select Settings.
Select the Confirmation sub-tab.
In the Confirmation message field, select Source.
Paste the following text: <a href="[site:url]fillpdf?fid=FormID&entity_type=webform_submission&entity_id=[webform_submission:sid]&token=[webform_submission:token]">Download PDF</a>
1. Replace FormID with the number that was in the square brackets from step 5, Locating the Form ID Number.
2. Replace Download PDF with the link text you want to display. If left unchanged, the link text on the confirmation page will be "Download PDF."
Select Save.

Testing your form

Go to the View tab and fill in and submit your form. Make sure that your download link works, and that the PDF fills in as you are expecting. Make adjustments if needed and test again until you are satisfied with the results.