- srtsolutionsAsked on November 24, 2014 at 03:45 PM
I am creating individual forms for clients to sign off on job completions and invoices. Included in each individual form is a screenshot of a Microsoft Word invoice. The form also includes two text boxes and a signature capture area.
When testing the form, the notificiation e-mail I receive includes the signature and the data from the textboxes. Is it possible to set up the notification e-mail to also include the screenshot that the customer sees when filling out and signing the form?
The purpose of this is so my accounts receivable clerk can print out or e-mail the entire form with signature and invoice to our clients for payment.
- BenAnswered on November 24, 2014 at 04:51 PM
Yes, that is possible to do. To do it you will need to edit the body of the email notifier to add the photo as well.
This guide will be useful: Setting Up Email Notifications.
Now one you go to the email that you want to edit you will see a screen similar to this one:
That is where you will be able to set the screenshot as you'd like.
You will see a toolbar with buttons that will help you set it up properly, but if you are not sure how or what to do, feel free to let us know and we would be happy to help you.