How do I set a standard email message when I email the form to patients? Thank you. 

  • Amaro_Jaclyn
    Asked on May 26, 2020 at 12:43 PM
    How do I set a standard email message when I email the form to patients? Thank you. 
  • John Support Team Lead
    Replied on May 26, 2020 at 12:48 PM

    You can PUBLISH the form and send it to your users via email. There's already a pre-formatted email template there that you can use.

    Here's a guide on How-to-Send-a-Form-via-Email.

    97795 email Screenshot 10

  • Amaro_Jaclyn
    Replied on May 26, 2020 at 1:10 PM

    Hi there, sorry, I don't think I asked the right question. How do I customize the body text and subject line of the standard email and save it to use again? I am trying to save myself from retyping the subject line and body text everytime I email the form. Thanks! 

  • John Support Team Lead
    Replied on May 26, 2020 at 2:29 PM

    Unfortunately, there is no way you can save the changes you made into the said template.

    If you want, you can just grab the FORM URL and use your own email domain to send them to your users.

  • Amaro_Jaclyn
    Replied on May 26, 2020 at 2:33 PM

    Ok thank you. And is there a way to download the signed form WITH the form, instead of just the signature and date and title of form? 

  • John Support Team Lead
    Replied on May 26, 2020 at 4:17 PM

    If you mean you would like to download the Original PDF form with the data in it, there are two ways:

    1. Via the Jotform Inbox - Select the submission and click "download" and select "original pdf":

    How do I set a standard email message when I email the form to patients? Thank you.  Image 10

    2. Via the PDF Editor - Just head over to the form's PDF Editor and select the Original PDF to download:

    15905242182347165 2 Screenshot 21

  • Amaro_Jaclyn
    Replied on May 28, 2020 at 12:37 PM

    Ok thank you.

    One of our forms automatically sends us an attached PDF of the original signed while one of them does not. Could it be changed so that any document signed comes attached to the email notification to us that it was signed? Thank you! 
  • Richie JotForm Support
    Replied on May 28, 2020 at 1:53 PM

    I have moved your question to a new ticket, kindly follow this link https://www.jotform.com/answers/2353357