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.

Delivery

  • The form link will be send to users through email.
  • Once the user submits the form the document will be generated.
  • The generated document will be saved into google drive.