How to email report inside of Notification

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    excalibur101
    Asked on June 16, 2015 at 03:03 PM

    Hi,

     

    I am trying to see how to have a finalized report sent via email to my clients when an employee completes the report and hits submit.

    Rather than the client receiving the BLAH data email, trying to have the report with my logo sent to them instead (preferably as a pdf). Need this to be a one click thing (if possible) where the submission of the report sends the cool looking report to the client instead of a multi-step process.  Thanks!

  • Profile Image
    BJoanna
    Answered on June 16, 2015 at 03:54 PM

    It is possible to customize Email notification inside of your Form Builder.

    Inside of Email Notification you can add Logo of your company instead of JotForm logo.  

    Also you can add custom text inside of your Notification. You can style that text with additional options.

    Also you can attach PDF inside of your Email Notification. 

    Hope this will help. Let us know if you need further assistance.