How do I change what happens after clicking the Save as PDF button?
Use the Button Click Action option to choose whether the generated file downloads, opens in a browser tab, or is sent by email. Use the Output Name option to set the filename.
Choose what the button does
In the plugin settings, open Expert Settings > Behavior and set
Button Click Action.
Use Download PDF when visitors should save the file. This is the default
setting.
Use Open PDF in the current browser tab or Open PDF in a new browser tab
when visitors should view the file first. The exact behavior can still depend
on the visitor's browser settings and PDF viewer extensions.
Use Send PDF via email when the file should be delivered as an email
attachment.
Set the filename
Set Output Name when you want a predictable filename, for example
report.pdf. If Output Name is empty, the plugin creates the filename from
the page URL.
If the browser shows a name such as admin-ajax.php, set Output Name and
test with Download PDF. Some browser PDF viewers choose their own name when a
file is opened in a tab and then saved from the viewer.
Send by email
Email delivery uses the normal WordPress mail system. Before debugging the plugin settings, confirm that your site can send ordinary WordPress emails. If your host does not send WordPress mail reliably, configure an SMTP or mailer plugin first.
After setting Button Click Action to Send PDF via email, use the
Email Recipient option to
choose who receives the file. The recipient can be the logged-in user, an
address entered by the visitor, or a fixed address. The default uses the
logged-in user's email address and prompts visitors who are not logged in.
Use Email From, Email Subject, and Email Message to adjust the message. If visitors should enter their email address, the Email Dialogs option controls how the prompt and success or error messages are shown.
If the plugin reports a mail system error, the file may have been created successfully but WordPress could not send the message. Fix WordPress mail delivery first, then test the button again.
If the conversion fails before the file is ready, fix that first: How do I fix Save as PDF plugin conversion errors or timeouts?.