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_\n\nIf you followed our example, your **values** should look as follows:\n\n![Configuring Google Sheets rows with the PDF form submission details](https://cdn.simplepdf.com/simple-pdf/assets/help/activepieces-simplepdf-googlesheets-configuration-details.png)\n\n### 4. Configuring the 3rd step of the flow: Discord\n\n1. Create a **webhook URL** for the Discord channel where you want to receive notifications\n\n_Follow [this guide](https://support.discord.com/hc/en-us/articles/228383668-Intro-to-Webhooks) by Discord to set up webhooks for your preferred channel_\n\n2. Select the action `Send Message Webhook`\n\n3. Paste the **webhook URL** that you retrieved in the first step\n\n![Configuring Discord to get notified of SimplePDF PDF Submissions](https://cdn.simplepdf.com/simple-pdf/assets/help/activepieces-simplepdf-discord-configuration.png)\n\n4. In the **Message** section of the **Discord** piece, enter the following:\n\n```\n[New submission](${trigger.body.data.submission.url}) for ${trigger.body.data.document.name}\n\n[See all submissions](LINK_TO_YOUR_GOOGLE_SHEET)\n```\n_Replace LINK_TO_YOUR_GOOGLE_SHEET with your own and use the `Data to insert` \u003e `Webhook Trigger` button for the values starting with ` simplepdf.com MCP | Top Sites | DialtoneApp

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_\n\n![Configuring the Discord notification with the PDF form submission details](https://cdn.simplepdf.com/simple-pdf/assets/help/activepieces-simplepdf-discord-configuration-details.png)\n\n## Conclusion\n\nThat's it! We now automatically get notified of any new SimplePDF submission on **Discord** and\na new row with information about this submission is added in **Google Sheets**.\n\n \n\n### Try it yourself\n\n1. [Submit this form](https://dundermifflin.simplepdf.com/form/d8d57ec7-f3e9-4fc9-8cc5-4a92c02d30d0) belonging to DunderMifflin (neither the form nor the company are a real one, so you don't risk messing anything up!)\n2. Join our [Discord](https://discord.com/channels/1049358940481273856/1078953886905290792) and see your submission appear\n3. Have a look at the [Google Sheets](https://docs.google.com/spreadsheets/d/1-XMxucyO4Yxe0FoE79HfF66ZGHq42D6Qfii73Yug1Oc) that lists all submissions (including your own if you submitted it!)\n\n_If you have any questions, feel free to reach out to [support@simplepdf.com](mailto:support@simplepdf.com)_\n\n---\n\n# How to customize the editor and add your own branding with SimplePDF\n\nYou have embed SimplePDF in your own website or [React app](/help/how-to/add-simple-pdf-editor-to-react-next-app) and you want to tailor it to your use-case.\n\nThe obvious first need is to **use your own logo**\n\nAnd you may be **using SimplePDF for one of the following use-cases:**\n- Offer a **fill \u0026 sign** PDF documents\n- Allow **annotating documents** before sending them to you\n- Use it to stitch documents together (**\"merge PDF\"**)\n- A **RAG dataloader** for your **AI** work-flow, [uploading automatically the document to your storage](/help/how-to/use-your-own-s3-bucket-storage-for-pdf-form-submissions)\n\nIn that case, you won't need most of the other features of the PDF editor and you may want to hide certain tools and options, keeping it simple and focused on your specific use-case.\n\n\u003ch2 id=\"branding\"\u003e\u003ca href=\"#branding\"\u003e#\u003c/a\u003eUsing your own Logo and loading animation\u003c/h2\u003e\n\n_Branding the PDF editor is available with the [PRO plan](https://simplepdf.com/pricing)_\n\n1. Log into your account and head over to the **Account** page\n2. Click the `Edit` button next to the \"Account\" heading:\n\n![Account page with the Edit button](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-customize-editor-account-page-edit-button.png)\n\n3. In the modal, upload your `logo` (jpeg, png) and/or `loading` animation (gif):\n\n![Upload your own logo and loading animation](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-customize-editor-upload-logo-and-loading-animation.png)\n\n4. Click `Update`\n\n\u003ch2 id=\"configuration\"\u003e\u003ca href=\"#configuration\"\u003e#\u003c/a\u003eShowing / Hiding specific tools and options\u003c/h2\u003e\n\n_Customizing the PDF editor is available with the [PRO plan](https://simplepdf.com/pricing)_\n\n1. Log into your account and head over to the Embed editor page\n2. In the configuration section you will be able to modify and tweak the configuration of the editor.\n\n_Scroll below the screenshot to see the list of available options_\n\n![Tailor the PDF editor to your needs](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-customize-editor-show-and-hide-fields.png)\n\n\u003ch4 id=\"configuration-sidebar\"\u003e\u003ca href=\"#configuration-sidebar\"\u003e#\u003c/a\u003eSidebar\u003c/h4\u003e\n\n- `Sidebar`: show / hide the sidebar entirely. When disabled, the editor displays only the PDF document without any sidebar, providing a complete white-labelling experience. All actions (page navigation, tool selection, submission) can still be performed programmatically using the [widget's programmatic controls](https://github.com/SimplePDF/simplepdf-embed?tab=readme-ov-file#programmatic-page-control).\n\n\u003ch4 id=\"configuration-branding\"\u003e\u003ca href=\"#configuration-branding\"\u003e#\u003c/a\u003eBranding\u003c/h4\u003e\n\n- `Logo location`: whether the logo should be displayed at the top or bottom of the sidebar when in full screen\n- `Submission modal`: when documents are submitted through your portal, a confirmation modal will popup to tell your users that they can now close the window. You can choose to hide this modal if you have implemented your own by listening to **[Iframe events](https://github.com/SimplePDF/simplepdf-embed/blob/main/documentation/IFRAME.md#events-sent-by-the-iframe)**\n\n\u003ch4 id=\"configuration-tools\"\u003e\u003ca href=\"#configuration-tools\"\u003e#\u003c/a\u003eTools\u003c/h4\u003e\n\n- `Text`: show / hide the text tool\n- `Checkbox`: show / hide the checkbox tool\n- `Signature`: show / hide the signature tool\n - `Remember between submissions`: when enabled, the signature of the user is stored on the local device and is automatically filled for any new signature field.\n - `Add timestamp to signatures`: when enabled, a \"Signed on [date] [time] [timezone]\" text is added below each signature when the document is submitted.\n - `Allow drawn signature`: when enabled, users can draw their signature using a mouse or touch input. Disable this if you only want typed signatures.\n - `Allow typed signature`: when enabled, users can type their name to create a signature. Disable this if you need handwritten signatures only (useful for compliance with regulations requiring non-typed signatures).\n\n- `Picture`: show / hide the picture tool\n- `Boxed text`: show / hide the boxed text tool\n\n\u003ch4 id=\"configuration-document-manipulation\"\u003e\u003ca href=\"#configuration-document-manipulation\"\u003e#\u003c/a\u003eDocument manipulation\u003c/h4\u003e\n\n- `Allow moving, rotating, deleting pages`: when enabled, buttons next to each pages are displayed allowing to move the pages around, rotate and delete them.\n- `Allow adding new pages`: when enabled, tyour users can add additional PDF documents using the `+` in the document preview sidebar.\n- `Allow downloading a copy`: when enabled, your users can choose to download a copy of the document that they are submitting.\n- `Flatten forms`: when enabled, fields present on the form will be be editable after submitting. This is especially useful if you want to prevent future edition of the fields once the document is submitted.\n\nThat's it! You now have the perfect editor, nicely blending in your own website or app!\n\n_If you have any questions, feel free to reach out to [support@simplepdf.com](mailto:support@simplepdf.com)_\n\n---\n\n# How to customize the submission confirmation\n\n![Customized submission confirmation](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-customize-submission-confirmation-example.png)\n\nYou have already [turned your PDFs into forms](/portal) and are receiving submissions directly [to your email inbox](/help/how-to/get-email-notifications-for-pdf-form-submissions).\n\nHowever, in industries like insurance, real-estate or healthcare, **one form often isn't enough**.\n\nTypically, you might send two SimplePDF form links to your customers and ask them to fill out both.\n\nBut **what if you could send just one form**, and after it's submitted, your customers are **automatically prompted to fill out the second one?**\n\nOr perhaps you want to guide them to explore your services after they complete the form.\n\nYou can **easily achieve this by customizing the submission confirmation**, which is what we'll cover in this tutorial.\n\n## \u003ca name=\"confirmation-customization\"\u003e\u003c/a\u003eCustomizing the submission confirmation.\n_Customizing the submission confirmation is available with the [PRO plan](https://simplepdf.com/pricing)_\n\n1. Log into your account and go to the **\"Your forms\" page**.\n2. Click the **`cog` icon next to any form** you've created to open the configuration view.\n\n![Accessing the configuration view of a form](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-customize-submission-confirmation-configure-form.png)\n\n3. Modify the **title**, **content**, and **add a link**. Your changes will be **visible in the preview** on the right side.\n\n![Submission confirmation configuration and preview](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-customize-submission-confirmation-configuration.png)\n\n4. Click `Update`\n\nThat's it! Now, whenever your customers submit this form, the confirmation message will display the information you configured.\n\n![Customized submission confirmation](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-customize-submission-confirmation-example.png)\n\nYou can direct your customers to a specific website or another SimplePDF form.\n\nPlus, there's no limitβ€”each form can lead to another form, creating a seamless flow for your customers!\n\n_If you have any questions, feel free to reach out to [support@simplepdf.com](mailto:support@simplepdf.com)_\n\n---\n\n# How to view and edit PDF in Excalidraw\n\n**What if you could look at the design document right next to your sketches in Excalidraw?**\n\nOr sketch some diagrams for your class while the PDF is opened on the side...\n\nOr even ask your customers about their preferred sketch and illustration\nwithout having to leave Excalidraw?\n\nIt's **now possible, thanks to the SimplePDF integration in Excalidraw!**\n\n\u003ciframe width=\"100%\" height=\"492\" src=\"https://www.youtube.com/embed/3S4hxPvIGLM\"\n title=\"YouTube video player\"\n frameborder=\"0\"\n allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\"\n allowfullscreen\n style={{ marginTop: 84 }}\u003e\n\u003c/iframe\u003e\n\n## Excalidraw?\n\n[Excalidraw](https://excalidraw.com) is a virtual hand-drawn style whiteboard that offers collaborative features and is end-to-end encrypted.\n\nAt SimplePDF we use Excalidraw for sketching features, both the technical implementation as well as the designs.\n\nWe also use Excalidaw for illustrations! In fact you may have noticed them on the [SimplePDF embed page](/embed)\n\nSo when Excalidraw announced the ability to embed websites into any board, we could not miss the opportunity!.\n\n**Adding SimplePDF to Excalidraw is the best way to view, edit and even submit forms without leaving your board**\n\n## Adding SimplePDF to excalidraw\n**TL:DR: Add `https://embed.simplepdf.eu` as a Web-Embed in Excalidraw**\n\n### 1. Select the Web-Embed in Excalidraw\n\n### 2. Enter the SimplePDF Embed URL\n\n- Opening PDF from your device: `https://embed.simplepdf.eu`\n- Opening a PDF hosted online: `https://embed.simplepdf.eu/editor?open=URL`\n\n_It also works with any SimplePDF form_\n\n### 3. That's it!\n\n_If you have any questions, feel free to reach out to [support@simplepdf.com](mailto:support@simplepdf.com)_\n\n---\n\n# How to embed the PDF editor in SharePoint\n\nSharePoint pages don't natively support PDF editing. With SimplePDF, you can add a full PDF editor to any SharePoint page using the Embed web part. Users fill, sign, and submit PDFs without leaving SharePoint.\n\nCombine this with [SharePoint BYOS](/help/how-to/connect-sharepoint-as-your-own-storage-for-pdf-submissions) to have submitted documents stored directly in your SharePoint document library.\n\n## Prerequisites\n\n- A SharePoint Online site with editing permissions\n- Site collection administrator access to configure iframe allow-list\n\n## Step 1: Allow the SimplePDF domain in SharePoint\n\nBy default, SharePoint restricts which domains can be embedded via iframes. You need to add the SimplePDF domain to the allow list.\n\n1. Navigate to your SharePoint site\n2. Click **Site contents** in the navigation\n3. Click **Site settings** in the top-right\n4. Under **Site Collection Administration**, click **HTML Field Security**\n5. Select **Allow contributors to insert iframes only from the following domains**\n6. Type `sharepoint.simplepdf.com` in the input field and click **Add**\n7. Verify the domain appears in the list, then click **OK**\n\n![Adding sharepoint.simplepdf.com to the HTML Field Security allow list](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-embed-sharepoint-html-field-security.png)\n\n## Step 2: Add the Embed web part to a SharePoint page\n\n1. Navigate to the SharePoint page where you want the PDF editor\n2. Click **Edit** to enter edit mode\n3. Click the **+** button to add a new web part\n4. Search for and select **Embed**\n\n![Adding the Embed web part to a SharePoint page](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-embed-sharepoint-add-webpart.png)\n\n## Step 3: Configure the embed\n\n1. In the Embed web part, paste the following iframe code:\n\n```html\n\u003ciframe src=\"https://sharepoint.simplepdf.com/editor\" style=\"width: 100%; height: 800px; border: none;\"\u003e\u003c/iframe\u003e\n```\n\n2. Click **Apply** or press Enter\n\n![Pasting the SimplePDF iframe code in the Embed web part](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-embed-sharepoint-iframe-config.png)\n\n## Step 4: Publish the page\n\n1. Click **Republish** to save the page\n2. The SimplePDF editor is now live on your SharePoint page\n\n![SimplePDF editor embedded in a SharePoint page](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-embed-pdf-editor-sharepoint-live.png)\n\nUsers can now open PDFs, fill fields, add signatures, and submit documents directly from SharePoint.\n\n## Combine with SharePoint BYOS\n\nFor a fully integrated experience, [configure SharePoint as your storage](/help/how-to/connect-sharepoint-as-your-own-storage-for-pdf-submissions). When both are set up:\n\n- Users fill and submit PDFs from within SharePoint\n- Submitted documents are stored directly in your SharePoint document library\n- No documents leave your Microsoft 365 environment\n\n**That's it! Your SharePoint page now has a fully functional PDF editor.**\n\n_If you have any questions, feel free to reach out to [support@simplepdf.com](mailto:support@simplepdf.com)_\n\n---\n\n# How to get notified via email on PDF form submissions\n\nYou have [turned your PDF into an online form](https://simplepdf.com/portal) and you're now getting submissions from your customers.\n\nEverything is great except that you have to log into your SimplePDF portal everyday to see whether or not there's a new submission.\n\n**What if you could just get an email that a form has been submitted?**\n\nRead on to enable email notifications for your PDF forms!\n\n## \u003ca name=\"configure\"\u003e\u003c/a\u003eConfiguring the email notifications\n_Configuring email notifications is available with the [BASIC plan](/pricing)_\n\n1. Log in to your account\n2. **Navigate to the documents view**\n3. Locate the form for which you want to configure email notifications\n4. **Open the form settings** by clicking the `cog` icon. You can reach it in two ways:\n\nFrom the documents list, the `cog` appears on the form's row:\n\n![Access form settings from the documents list](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-email-notifications-configure-from-documents-list.png)\n\nOr from inside the editor, in the top-right corner of the page:\n\n![Access form settings from the editor](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-email-notifications-configure-from-editor.png)\n\n5. Under **Email notifications**, type the name of the person to receive the emails or select them from the dropdown. You can add multiple recipients.\n\n![Add email recipients for form submissions](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-email-notifications-add-recipients.png)\n\n6. Click **Save**\n7. Some time elapses... and the form is submitted: you get a new email with a direct link to the submission!\n\n![Email notification for each PDF form submission](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-email-notifications-pdf-form-submission-received.png)\n\n### \u003ca name=\"add-new-email\"\u003e\u003c/a\u003eI don't see a specific email in the list, how can I add it?\n\nThe notifications can be sent to any member of your SimplePDF account: simply send an invitation to the email and accept the invitation upon receiving it in your mail box.\n\nThe newly added email will now be selectable in the email configuration dropdown.\n\n**That's it! You're now getting email notifications every time a PDF form is submitted!**\n\n_If you have any questions, feel free to reach out to [support@simplepdf.com](mailto:support@simplepdf.com)_\n\n---\n\n# How to organize PDF documents with tags in SimplePDF\n\nAs your Documents Dashboard grows, finding the right document gets harder. Tags let you categorize documents by project, client, department, or any label that fits your workflow.\n\n## Adding tags to a document\n\n1. Go to your [Documents Dashboard](/account/documents)\n2. Click the settings icon on the document you want to tag\n3. In the settings drawer, find the **Tags** field under the General section\n4. Type a tag name and press Enter to create a new tag, or select an existing one\n5. Add as many tags as needed\n6. Click **Save**\n\nTags are company-wide: once created, a tag is available for all documents in your account. You can also add a tag directly from the table by clicking the **+** button next to a document's existing tags.\n\n## Filtering documents by tag\n\nThere are two ways to filter by tag:\n\n- **Toolbar filter**: Use the tag filter in the toolbar above the documents table. Select one or more tags to show only documents that have those tags.\n- **Click-through**: Click any tag pill displayed on a document row in the table to instantly toggle filtering by that tag.\n\nSearch and tag filters work independently. When both are active, documents must match the search query and have at least one of the selected tags.\n\n## Tips\n\n- **Categorization patterns**: Use tags for projects (`project-alpha`), departments (`legal`, `hr`), document status (`needs-review`, `approved`), or clients.\n- **Free on all plans**: Tags are available at no cost, regardless of your plan.\n- **Combine with search**: Narrow results by searching within a tagged subset of your documents.\n\n**That's it! Your documents are now organized with tags, making them faster to find and manage.**\n\n_If you have any questions, feel free to reach out to [support@simplepdf.com](mailto:support@simplepdf.com)_\n\n---\n\n# How to save edited PDF submissions to Supabase\n\nYou have [added SimplePDF to your app, or your AI Agent](https://simplepdf.com/embed) and\nyou would like to store the PDF submissions in your Supabase Storage.\n\n**You could for example**:\n- **Automate** further the handling of the submissions: for example **extracting the data from the forms to process them**\n- **Store the PDF in a vector store** to offer **semantic search** or automatically **detect duplicates or similarities** in the submitted PDF\n\nFor this tutorial we'll be using two [PRO features from SimplePDF](https://simplepdf.com/pricing):\n\n1. [The webhooks integration](https://simplepdf.com/help/how-to/configure-webhooks-pdf-form-submissions) - together with [Supabase Edge Functions](https://supabase.com/edge-functions)\n\n_The code for the Supabase Edge function can be found [here](https://github.com/SimplePDF/simplepdf-embed/tree/main/examples/with-supabase)_\n\n2. [The S3 integration](/help/how-to/use-your-own-s3-bucket-storage-for-pdf-form-submissions) - together with [Supabase Storage](https://supabase.com/storage)\n\n## Configuring Supabase Storage for the PDF submissions\n\nIn this section we'll walk you through setting up **Supabase Storage as a storage for the edited PDF submissions** (and documents) instead of SimplePDF's default storage.\n\n1. Head over to Storage in your Supabase project and click **New bucket**\n\n2. Name your bucket, keep it private (**do not toggle** Public bucket) and then click **Save**\n\n![Create a bucket in Supabase storage](https://cdn.simplepdf.com/simple-pdf/assets/help/supabase-integration/create-supabase-storage-bucket.png)\n\n3. In the Storage settings, create a new **S3 Access Keys**\n\n![Create a S3 Access Key in Supabase](https://cdn.simplepdf.com/simple-pdf/assets/help/supabase-integration/create-supabase-s3-access-keys.png)\n\n4. Head over to your **SimplePDF account** and **configure the S3 storage** as follows:\n\n_You can find a step-by-step [here](/help/how-to/use-your-own-s3-bucket-storage-for-pdf-form-submissions)_\n```\nEndpoint: \u003cCOPIED the endpoint in the S3 Connection in Supabase Storage settings\u003e\nPath-style: \u003cTOGGLE enabled\u003e\nRegion: \u003cSELECT the region visible in the S3 Connection in Supabase Storage settings\u003e\nBucket: \u003cENTER the name of the bucket: in our example we used \"pdf\"\u003e\nAccess Key ID: \u003cPASTE the value you get in the step 3. above\u003e\nSecret Access Key: \u003cPASTE the value you get in the step 3. above\u003e\n```\n\n![Configuring S3 in SimplePDF](https://cdn.simplepdf.com/simple-pdf/assets/help/supabase-integration/configure-supabase-storage-in-simplepdf.png)\n\n6. Click **Update** and head over to your **Supabase storage** and notice that a new file has been automatically added: this confirms that the configuration is ready!\n\n_Feel free to delete this file: you won't need it anymore_\n\n![S3 configuration completed in Supabase](https://cdn.simplepdf.com/simple-pdf/assets/help/supabase-integration/confirm-s3-configuration.png)\n\n## Configuring a new Supabase Table to store the PDF submissions metadata\n\nIn this section we'll be creating a new table to store the metadata we receive from SimplePDF for each new submissions. We'll be using [Supabase Edge Functions](https://supabase.com/edge-functions) to insert the data in the table.\n\nIf you want to jump ahead and skip the tutorial, you can see the full source code, table definition and pre-requisites [over here](https://github.com/SimplePDF/simplepdf-embed/tree/main/examples/with-supabase)\n\n1. Head over to Database \u003e Tables and create a new table - we'll name it `simplepdf_submissions`\n\n2. Define the following schema:\n_You can see the schema defined in SQL in [Github over here](https://github.com/SimplePDF/simplepdf-embed/tree/main/examples/with-supabase#requirements)_\n- **id**: `int8` - Primary\n- **document_name**: `text`\n- **document_id**: `text`\n- **submission_id**: `text`\n- **submission_bucket_path**: `text`\n- **context**: `jsonb`\n\n![Created table in Supabase](https://cdn.simplepdf.com/simple-pdf/assets/help/supabase-integration/created-supabase-table.png)\n\n3. Deploy the read-made Edge Function we have created for you: [source code on Github](https://github.com/SimplePDF/simplepdf-embed/tree/main/examples/with-supabase)\n```\nnpm i\nnpm run deploy\n```\n\n4. Create a new RLS policy to allow this edge function to insert rows into the `simplepdf_submissions` table:\n\n_For production use, we recommend a stricter RLS policy or to authenticate the webhooks calls by passing an authorization header from SimplePDF's end_\n\n```\nalter policy \"Allow edge function to insert into simplepdf_submissions\"\n on \"public\".\"simplepdf_submissions\"\n to anon\n with check (true);\n```\n\n![Created RLS policy](https://cdn.simplepdf.com/simple-pdf/assets/help/supabase-integration/created-supabase-rls-policy.png)\n\n5. Copy the **URL** of the `simplepdf-webhooks` Edge Function in the Edge Functions section in supabase\n\n![Copy edge function URL](https://cdn.simplepdf.com/simple-pdf/assets/help/supabase-integration/copy-edge-function-url.png)\n\n6. Head over to SimplePDF and configure the webhooks to point to your deployed `simplepdf-webhooks` function\n\n_You can find a step-by-step [here](/help/how-to/configure-webhooks-pdf-form-submissions)_\n\n![Configured webhooks in SimplePDF](https://cdn.simplepdf.com/simple-pdf/assets/help/supabase-integration/configured-webhooks-simplepdf.png)\n\nThat's it! The integration is ready! **Storing edited PDFs in Supabase Storage** and saving events (and metadata) using **Supabase Edge Functions** about **edited PDF submissions** in a table!\n\n![First edited PDF submission in Supabase](https://cdn.simplepdf.com/simple-pdf/assets/help/supabase-integration/first-edited-pdf-form-in-supabase.png)\n\n_If you have any questions, feel free to reach out to \u003ca href=\"mailto:support@simplepdf.com\"\u003esupport@simplepdf.com\u003c/a\u003e_\n\n---\n\n# How to save the PDF submissions to your Bubble database using a Bubble workflow\n\nYou have added the \u003ca href=\"https://bubble.io/plugin/pdf-editor-and-filler-1673591701449x899138091362287600\"\u003eSimplePDF Bubble plugin\u003c/a\u003e to your app and **your users are now editing, filling and signing PDFs directly in your app.**\n\nWouldn't it be great if you could **get the PDF submissions saved directly to your Bubble database?**\n\n\u003ca href=\"/help/how-to/get-email-notifications-for-pdf-form-submissions\" target=\"_blank\"\u003eThe email notifications\u003c/a\u003e are great, but saving the submissions to your Bubble database would be ideal...\n\nLook no further: you landed in the right place: this **step by step** will guide you through **setting up a workflow that saves every PDF submission automatically** to your Bubble database!\n\nAnd if you're not a SimplePDF user yet, or **just want to see how to configure Bubble workflows with webhooks**, feel free to read on: this step by step can be applied to any webhook integration with Bubble!\n\n## Automatically saving PDF submissions to your Bubble database: step by step\n_Prerequisites:_\n- _Bubble's \u003ca href=\"https://bubble.io/pricing\" target=\"_blank\"\u003eSTARTER plan\u003c/a\u003e or above_\n- _SimplePDF's \u003ca href=\"/pricing\" target=\"_blank\"\u003eBASIC plan\u003c/a\u003e or above_\n- _\"COMPANY_IDENTIFIER\" specified to your SimplePDF company identifier in the plugin settings_\n\n**This step-by-step does not require any technical knowledge** and the full configuration will take roughly **5 minutes**.\n\n### \u003ca name=\"configuring-the-workflow\"\u003e\u003c/a\u003eConfiguring the workflow\n#### Workflow creation in Bubble\n1. \u003cb\u003eEnable the backend workflows in the Bubble settings\u003c/b\u003e\n\nTick the box \"Enable Workflow API and backend workflows\"\n\n![Enabling backend workflows in Bubble](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/enable-bubble-backend-workflows.png)\n\n2. \u003cb\u003eOpen the Bubble workflows view from the pages selection dropdown\u003c/b\u003e\n\nYou can find it at the bottom of the selection, highlighted in blue in the screenshot below\n\n![Navigating to the Bubble workflows view](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/navigate-to-bubble-backend-workflows.png)\n\n3. \u003cb\u003eAdd a new backend workflow and select \"New API workflow\" under \"General\"\u003c/b\u003e\n\n![Adding a new workflow](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/adding-new-bubble-workflow.png)\n- Name your workflow, we'll name it `simplepdf` but you're free to name it however you wish\n_We recommend you use a name that includes simplepdf to easily find it later on_\n- Tick the box \"Expose as public API workflow\"\n- Tick the box \"This workflow can be run without authentication\"\n- In \"Parameter definition\" select \"Detect request data\"\n\n\u003cb\u003eAt this point your workflow configuration should look as follows\u003c/b\u003e\n\n![Configuration of the workflow](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/configuring-simplepdf-bubble-backend-workflow.png)\n\n4. \u003cb\u003eClick the button \"Detect data\"\u003c/b\u003e\n\nA popup will open as visible below with a URL, copy it\n\n![Workflow URL for fields detection](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/simplepdf-bubble-workflow-waiting-for-request.png)\n\n#### \u003ca name=\"webhooks-configuration\"\u003e\u003c/a\u003eWebhooks configuration in SimplePDF\n5. \u003cb\u003eHead over to your account settings in SimplePDF\u003c/b\u003e\n\nUpdate the \u003ca href=\"/help/how-to/configure-webhooks-pdf-form-submissions\" target=\"_blank\"\u003ewebhooks configuration\u003c/a\u003e, pasting the URL you copied into the \"Endpoint\" input.\n\nThe URL should end with **\"/initialize\"**\n\n![Webhooks configuration](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/simplepdf-webhooks-workflow-configuration.png)\n\n#### \u003ca name=\"triggering-the-workflow\"\u003e\u003c/a\u003eTriggering the workflow and configuring the action in Bubble\n6. \u003cb\u003eIn your Bubble app, open a PDF with the SimplePDF plugin and submit it\u003c/b\u003e\n\nThis will trigger the detection of the fields on Bubble side\n- Go back to the workflow definition: the fields are now detected\n- \u003cb\u003eImportant\u003c/b\u003e: modify the \"submission url\" type to be \"file\"\n\n![Detected fields](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/bubble-workflow-fields-detection.png)\n\n7. \u003cb\u003eCreate a new action for this workflow:\u003c/b\u003e\n\n- \"Create a new thing\"\n- Define the type `submissions`\n- Create as many fields as you wish to save in the \"submissions\" table of your Database\n- For each of them, look for \"Request's data\" and select the corresponding field\n- \u003cb\u003eImportant\u003c/b\u003e: make sure that the submission URL is \"saved to Bubble Storage\" (previously \"saved to S3\")\n\nYour action should look as follows:\n\n![Action configuration](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/action-configuration.png)\n\n#### \u003ca name=\"enabling-the-workflow\"\u003e\u003c/a\u003eEnabling the workflow in SimplePDF\n8. \u003cb\u003eImportant\u003c/b\u003e: in your account settings in SimplePDF, update the endpoint by removing the `/initialize` at the end:\n\n![Webhooks configuration without initialize](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/simplepdf-webhooks-workflow-enabled.png)\n\n### Testing the workflow\nSubmit any PDF via the \u003ca href=\"https://bubble.io/plugin/pdf-editor-and-filler-1673591701449x899138091362287600\"\u003eSimplePDF Bubble plugin\u003c/a\u003e: your database will now show a new entry!\n\n![First PDF submission in the Bubble database](https://cdn.simplepdf.com/simple-pdf/assets/help/bubble-workflow/simplepdf-submissions-in-bubble-database.png)\n\nThat's it! **Every time a user of your Bubble app fills and signs a PDF, you will automatically save the resulting PDF to your Bubble database!**\n\n_If you have any questions, feel free to reach out to \u003ca href=\"mailto:support@simplepdf.com\"\u003esupport@simplepdf.com\u003c/a\u003e_\n\n---\n\n# How to use the Robocorp integration to leverage AI in your intelligent document processing (IDP) workflow\n\nYou can get [notified via webhook](/help/how-to/configure-webhooks-pdf-form-submissions) or email when your customers submit PDF files.\n\nBut what if you want to do some **intelligent document processing (IDP)** on PDF files submitted by customers?\n\nEnters the [Robocorp](https://robocorp.com) integration that is available [on all plans](/pricing)!\n\n## Robocorp?\n\n[Robocorp](https://robocorp.com) is a powerful automation platform built on top of an open-source Python-based stack.\n\nRobocorp allows you to write automations and have them run in their own cloud, or in your own, on premise.\n\nIt offers a wide range of features such as orchestration, logging and reporting.\n\n**Using the Robocorp integration is the best way to supercharge your document processing workflow**\n\n## An example with an AI-based feedback analyser\n\n\"Show, don't tell\" is one of our favorite sentences at SimplePDF: let's just see what is behind all of this \"IDP\" \"AI\" mumbo jumbo.\n\n**In this article we will:**\n1. Configure the Robocorp integration\n2. Connect a PDF document to a [Robocorp process](https://robocorp.com/docs/control-room/unattended/process-runs)\n3. Have the process analyse the content of the form using [this automation](https://github.com/SimplePDF/pdf-ai-analyzer-with-robocorp)\n\n### The final result\n\nYour time is valuable, so let's not waste it: this is how the whole flow looks like πŸ‘€ πŸ‘‡\n \n\n## Step-by-step guide to set up the Robocorp integration\n\nPrerequisites:\n- A [SimplePDF account](/pricing)\n- A [Robocorp account](https://robocorp.com)\n- A process configured in Robocorp\n\n_The automation visible in this tutorial is open-source, [go grab it over here!](https://github.com/SimplePDF/pdf-ai-analyzer-with-robocorp)_\n\n### 1. Configure the Robocorp integration\n\n**Fill in the details:**\n- `Workspace ID` (required), you can find it in the settings of your Robocorp Workspace\n- `API Key` (required): we advise you to create a dedicated API key for SimplePDF with the minimum set of permissions required: `read_processes` and `trigger_processes`\n- `Default Process ID` (optional): any form submitted will be automatically triggering this process by default\n\n_The integration will report any error if something is wrong_\n\n![Configuring the Robocorp integration](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-robocorp-integration-configure-integration.png)\n\n### 2. Connect a form to a Robocorp process\n\nIn the forms view, look for the **Robocorp dropdown** and select the process that you wish to trigger.\n\n![Selecting a process to trigger](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-robocorp-integration-select-process.png)\n\n### 3. Submit the form to test the flow\n\nTime to try the flow! Copy the link of the form, open it in a new tab and submit it!\n\n![Testing the flow by submitting a form](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-robocorp-integration-test-flow.png)\n\n## Conclusion\n\nThat's it! Any submissions for this form will now trigger the Robocorp process!\n\n**We've only scratched the surface of what's possible with the Robocorp integration**: one could for example extract the data from a customer form and enter that data in Salesforce, or save it directly to an Oracle database...\n\n_If you have any questions, feel free to reach out to [support@simplepdf.com](mailto:support@simplepdf.com)_\n\n---\n\n# How to configure your own S3 bucket for PDF form submissions\n\n**Note**: Using Azure Blob Storage? Check out our [Azure Blob Storage configuration guide](/help/how-to/bring-your-own-azure-blob-storage-for-pdf-storage). Using SharePoint? Check out our [SharePoint configuration guide](/help/how-to/connect-sharepoint-as-your-own-storage-for-pdf-submissions).\n\nWhen your customers edit and fill a document using SimplePDF [in your portal](/portal) or the [embed editor](/embed) connected to your portal, the document as well as the submissions are securely saved on SimplePDF storage (S3 bucket).\n\nHowever for various reasons, such as **compliance** to specific rules in your country or industry, **you may wish this document to be saved in your own storage**.\n\n## \u003ca name=\"upload\"\u003e\u003c/a\u003eHow the upload works\n_Feel free to jump to the next section to see how to configure your S3 bucket_\n\nLet's quickly review the flow of the upload. This applies to all storage providers (S3, Azure Blob Storage, and SharePoint):\n\n```\n ( User Device ) ( SimplePDF ) ( Cloud Storage ) ( Customer Server )\nβ”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”\nβ”‚ β”‚ β”‚ β”‚ β”‚ β”‚ β”‚ β”‚\nβ”‚ Browser β”‚ β”‚ SimplePDF β”‚ β”‚ Customer Storageβ”‚ β”‚ Customer Backend β”‚\nβ”‚ (Editor) β”‚ β”‚ Server β”‚ β”‚ S3/Azure/SharePtβ”‚ β”‚ (webhook) β”‚\nβ”‚ β”‚ β”‚ β”‚ β”‚ β”‚ β”‚ β”‚\nβ””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜\n β”‚ β”‚ β”‚ β”‚\n β”‚ 1. Request URL β”‚ β”‚ β”‚\n β”‚ ───────────────────\u003e β”‚ β”‚ β”‚\n β”‚ β”‚ β”‚ β”‚\n β”‚ 2. URL / session β”‚ β”‚ β”‚\n β”‚ \u003c─────────────────── β”‚ β”‚ β”‚\n β”‚ β”‚ β”‚ β”‚\n β”‚ 3. Direct upload (no data touches SimplePDF) β”‚ β”‚\n β”‚ ────────────────────────────────────────────\u003e β”‚ β”‚\n β”‚ β”‚ β”‚ β”‚\n β”‚ 4. Upload confirmed β”‚ β”‚ β”‚\n β”‚ ───────────────────\u003e β”‚ β”‚ β”‚\n β”‚ β”‚ β”‚ β”‚\n β”‚ β”‚ 5. Webhook (optional) β”‚ β”‚\n β”‚ β”‚ ─────────────────────────────────────────────── \u003eβ”‚\n β”‚ β”‚ β”‚ β”‚\n\n ───────────\u003e API call (metadata only, no document data)\n ────────────────────────────────────\u003e Direct file transfer (bypasses SimplePDF)\n```\n\nAs **security and privacy is paramount to us**, we want to emphasize a couple of things about the upload flow:\n- The SimplePDF server **never** sees the document: the upload (step 3) goes directly from the browser to your storage.\n- Upload and download URLs are short-lived and pre-signed using your own storage credentials.\n\n## How to configure your own S3 bucket\n_Configuring your own S3 bucket is available with the [PRO plan](/pricing)_\n\n### In SimplePDF\n1. Log in to your account\n2. Navigate to the account settings view:\n\n![Custom S3 configuration in the account view](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-custom-s3-bucket-configuration)\n\n3. Click `Update configuration`\n\n4. Enter your S3 bucket details:\n\n_Specify `https://s3.amazonaws.com` for the endpoint if you use [Virtual-hosted-style requests](https://docs.aws.amazon.com/AmazonS3/latest/userguide/VirtualHosting.html#virtual-hosted-style-access)_\n\n![Custom S3 configuration: configuration details](https://cdn.simplepdf.com/simple-pdf/assets/help/simplepdf-custom-s3-bucket-configuration-details-pdf-form)\n\n5. Click `Update`\n\n### CORS configuration in your S3 bucket\n\n1. Allow the following headers:\n- `x-amz-acl`\n- `Content-Type`\n\n2. Allow the following methods:\n- `GET`\n- `PUT`\n\n3. Allow the following origin:\n- `*`\n\n_You can narrow it down to your own company portal if you do not want to grant access to all origins (*): `https://your_identifier.simplepdf.com`._\n\n### Permissions required on your S3 bucket\n- `s3:GetObject`: to display the documents and submissions in the interface and [when sending webhooks](/help/how-to/configure-webhooks-pdf-form-submissions)\n- `s3:PutObject`: to upload the documents and submissions\n- `s3:DeleteObject`: to delete the uploaded documents and submissions\n\n**That's it! Your documents and submissions are now automatically stored in your own S3 bucket!**\n\n_If you have any questions, feel free to reach out to [support@simplepdf.com](mailto:support@simplepdf.com)_","robots_txt_url":"/api/v1/crawler/top-sites/simplepdf.com/robots.txt","llms_txt_url":"/api/v1/crawler/top-sites/simplepdf.com/llms.txt","llms_full_txt_url":"/api/v1/crawler/top-sites/simplepdf.com/llms-full.txt"}}