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Email Reports - Automated Email Delivery

Category: Form Builder

Uses Case: Automatic delivery of completed reports to an Email destination

Many client use automated email delivery to send reports to clients, support, the submitter, QC, managers etc as soon as a form is submitted. 

Examples: On form submit send a copy of the form to multiple destination including; client, submitter, and supervisor.

 

1) From the Form Builder select Delivery_Button.png

3) Drag -n- Drop the Actions from the left into the "Form Submit Actions" box. Common options include:

    + Submitter (will email the user that submitted the form)

    + email from a field in the form

    + email to a set email address

4) Select what type of report / data is to be delivered

 Email_Options.png

 

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