Returning agreement

  • jennyrosenbring
    Asked on July 17, 2018 at 1:38 PM

    Hello. Thank you for providing this great formbuilder. I have a question. I made an agreement that can be sent off to clients, but when it is returned to me, not everything that is in the original agreement comes back in the returning email. Why is that? And how do I change it?

  • Jan
    Replied on July 17, 2018 at 2:36 PM

    Unfortunately, the Text fields will not appear in the email content automatically. You need to manually edit the email content and add the text agreement.

    However, you can enable the "Show Headers and Texts" option in the Submissions page. Here's a guide: How-to-Show-Headers-and-Text-in-the-PDF.

    After that, turn on the "PDF attachment" in the Advanced tab of the email alert. 

    Returning agreement Image 1 Screenshot 20

    If you do this, the headers and texts elements will appear in the PDF submission that is attached in the email alert.

    Hope that helps. Thank you.

  • jennyrosenbring
    Replied on July 17, 2018 at 2:40 PM

    Thank you so much for your help!