Greetings Chris,
Thanks for replying.
My plan was to have the pdf open in a new window instead of and/or in addition to receiving a copy via email. My understanding is that GPDF attaches to the notifications (only?).
Actually, no I had not. The shortcode looks fairly useful, but again (at first glance) it looks as if someone has to go in and add the shortcode. I want all this to happen “automagically”!
I am humbled, good Sir. Recall from this post that I wound up building my own “form navigation” in the right sidebar.
Well, when all the forms are completed, I have another form (final form) that holds all the values from the previous forms (via Easy Passthrough). Because of the additional “Edit” buttons present in the final form due to Easy Passthrough (see pic),
I thought it best to hide the form completely and just present the pdf after submitting.
So what’s currently happening is that
- I am currently tracking submitted forms for the current user.
- When all forms have an entry, I would present a “Download PDF” button
- The user clicks the button and the pdf opens in a new window.
The pdf also needs to go the the client for uploading into DocuSign, but I thought to handle that via notifications.
So i’m a bit torn on the best approach:
- I could just use the notifications for the user and change “Download PDF” to “Send me the PDF”, but for some reason, that just feels …weird (at least to me).
- I could problematically do it all in the background (again with Download PDF).
That’s pretty much where I am right about now. Hope that makes sense 
I’d love to hear your thoughts. If you think this is a bad approach do not hesitate to say so, i’m all ears!
Preston