Embedded Files
Deliver Documents
Deliver Documents
Delivering the documents can be achieved in three simple steps
Delivering the documents can be achieved in three simple steps
Email Templates (multiple)
Attachments (generated doc/pdf)
Delivery
Email Template
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 Attachment icon to attach files to the email template.
Click on ADD TEMPLATE to add a new email template.
Attachments (files from Google Drive)
Attachments (files from Google Drive)
Click on the Attachment icon.
The following screen appears.
Select the files from Google Drive that needs to be attached to email.
The selected file will be displayed.
Click on the view icon to view the file.
Click on delete to delete the file.
Click Add Template to add more templates.
Attachments (generated file formats)
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
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:
Use-case:
Deliver the generated documents to the user who is filling the form.
Solution:
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.
Insert System Fields
Insert System Fields
By using Field Picker you can insert system fields into email template.
The currently supported system fields are
Form Author Email
Form Respondent Email
Respondent First Name
Respondent Last Name
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