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martin385595927o8q
New Participant
July 11, 2024
Answered

Problem submitting pdf file to next signatory via email

  • July 11, 2024
  • 1 reply
  • 639 views

I have a pdf form from the bank- mandate to add account holder. I can insert various bits of data fields into the document- name/address/date etc. When all that is done, ther eis the option to submit the document.  I can either send it to my bank, OR I can send it to the next signatory. 
The Problem :- it opens my Mozilla Thunderbird news readr instead of MS office outlook. Outlook is set in my default apps as the default mail app. If tried all I can sensibly try from web suggetions- removing the pdf option in Thunderbird but I cannot get the form to open outlook to send via email to the next person. 
Can anyone make any suggestion ? I'm stumped 😞 ( I'm also not very PC savvy - I'm using a windows 10 PC)

    Correct answer try67

    If the file has a Submit button in it, it will probably (hopefully) send the data in it to the bank as soon as you click it. Otherwise, there should be instructions on how to submit it back to them.

    1 reply

    PDF Automation Station
    PDF Automation Station
    Community Expert
    July 11, 2024

    Are you trying to submit from the web browser?  Try saving the PDF locally then sending to the next person by email.

    M
    martin385595927o8qAuthor
    New Participant
    July 11, 2024

    Yes, that does work! It's a step forward at least. I just don't know how I'm going to send it to the bank using 'submit' in the pdf form. That's a problem for tomorrow... thanks so far.! I enteredsome random data into the file, saved it, and sent it to myself. 
    I then opened it and it had all the random data....

    try67
    try67Correct answer
    Community Expert
    July 11, 2024

    If the file has a Submit button in it, it will probably (hopefully) send the data in it to the bank as soon as you click it. Otherwise, there should be instructions on how to submit it back to them.

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