Attaching PDF to emails

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    Asked on October 30, 2020 at 01:55 PM

    I have created all new pdfs so that when the "type of form" is selected on the Leading Indicator Form I can have just that pdf emailed as I was told I could do but my problem is I am not sure how to link the email and pdf so that just that selected "type of form" gets sent. Do they have to be named exactly the same? I was sent a link with instructions but it did not help me at all. I have to have each form sent to 2 email addresses. What conditions would I use?

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    Answered on October 30, 2020 at 05:44 PM


    You will need an email condition that will be sent based on the user's answer. If the user answers "Type of form", the email condition will trigger and send the email the PDF attachment to it.

    After checking the guide, let us know if you have any questions.

    Next, you will need to assign the PDF document you want to send in the email alert.


    I also created a screencast guide on how to create an email condition that you can check and follow.


    Please try it and let us know if you need further help. Thank you!