Once a document is submitted can an email alert with the document in PDF format be emailed to a sub-user?

  • Casey Zawadzki
    Asked on December 13, 2016 at 4:41 PM
    once an document is submitted can an email alert with the document in PDF format be emailed to a sub-user?
  • Jan
    Replied on December 13, 2016 at 5:01 PM

    Yes, you just need to turn on the PDF attachment option and add the sub-user's email address in the email recipient of the notification. Here's how:

    1. Click the "Emails" button in the Form Builder.

    Once a document is submitted can an email alert with the document in PDF format be emailed to a sub user? Image 1 Screenshot 50

    2. Select the notification and then click the "Edit" button.

    Once a document is submitted can an email alert with the document in PDF format be emailed to a sub user? Image 2 Screenshot 61

    3. Go to the "Recipients" tab. In this tab, you'll see the "Recipient Emails" where you can add or delete a recipient.

    Once a document is submitted can an email alert with the document in PDF format be emailed to a sub user? Image 3 Screenshot 72

    4. In the "Advanced" tab, you need to turn on the "PDF Attachment" option.

    Once a document is submitted can an email alert with the document in PDF format be emailed to a sub user? Image 4 Screenshot 83

     

    Let us know if you need further help. Thank you.