Deliver Documents

Deliver Documents

Delivering the documents can be achieved in three simple steps

  • Email Templates (multiple)

  • Attachments (generated doc/pdf)

  • Delivery

Email Template



  • Click the Menu icon.

  • Select Email Template from the list of menus.

(Multiple email templates can be configured in Fillable Document.)

  • Switch on Send Email if the data needs to be sent through email.

  • The Default email template will be displayed.

  • Click on the Edit icon to edit the email template.

  • Click on Delete icon to delete the email template.

  • Click on ADD TEMPLATE to add a new email template.

  • Click the Edit icon to customize the email template as required.

  • Mention the required To, cc, Subject, Message, etc...

  • The generated files can be attached to the email template.

Attachments (generated file formats)

  • The required file formats that are selected in the document template will be displayed below.

  • This attachment will be based on the Document Template format selection.

  • Select the required generated file formats that need to be attached to the email template.

  • Click on Save to save the email template.

  • Click on Cancel to cancel the template.

Using the form fields dynamically inside a email template

You can also set the form responses values dynamically and send the email based on the user input values.

Use-case:

Deliver the generated documents to the user who is filling the form.

Solution:

Step 1: Add email field inside your document template Ex: ${Company}

Step 2: Open your email template and click on the any three vertical symbol.

Step 3: Import the fields dynamically inside your email template.

Step 4: Save the email template.