Deliver Documents

Deliver Documents

Delivering the documents can be achieved by 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 send through email.

  • The Default email template will be displayed.

  • Click on 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..

  • Click Save to save the template.

  • Click Cancel to cancel the template.

Attachments (generated doc/pdf)

  • Click on Attach Doc to attach the generated document through email.

  • Click on Attach PDF to attach the generated document as PDF through email.

  • 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.


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


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

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.