How can I send recipients a full copy of the form they filled out via email.

  • Kristengoetz
    Asked on February 9, 2017 at 11:44 AM

    I want my clients to receive a full copy of the deposit form they fill out via email.  I only saw an option to send them their name, date, and number.  My test form confirmed that they only get the basic info instead of a copy of the full form.  Thank you! 

  • John_Benson
    Replied on February 9, 2017 at 1:16 PM

    You can edit and customize your autoresponder email settings to your own preferences. Here's how:

    1. Go to the Settings tab and click the Emails tab. Hover your mouse to show the Edit button for Autoresponder Email.

    How can I send recipients a full copy of the form they filled out via email Screenshot 40

    2. In the Email tab, you can edit or customize your Autoresponder in the Email Content.

    How can I send recipients a full copy of the form they filled out via email Screenshot 51

    3. You can also try enabling the PDF Attachment in the Advanced tab.

    How can I send recipients a full copy of the form they filled out via email Screenshot 62

    4. After that, please follow this guide to show the headers and text in the PDF: How-to-Show-Headers-and-Text-in-the-PDF.

    Related guide: Setting-Up-an-Autoresponder-Email.

    Let us know if you have any question. Thank you.