Send different sections of a form to different recipients

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    ExcelAccounts
    Asked on May 21, 2016 at 08:58 PM

    At the moment, I have one paper form, that needs to be signed by a client in one section, and an employee in another section.  I'm trying to work out the best way to send it to the client to electronically sign their section, and then forward to the employee to electronically sign their part.  Or, send to both recipients, but with separate tabs or something along those lines so as to not confuse the client unnecessarily.  Basically, I just want the client to be able to view their section only.

    I hope that makes sense? 

    Thanks in advance for the help!

     

     

  • Profile Image
    jonathan
    Answered on May 22, 2016 at 12:21 AM

    You can achieve this by using Condition logic on Emails.

    Check the user guide: How-to-Send-Email-Based-on-Selection

    What you will do is create a separate email template/message that will contain only the form fields needed for the target recipient.

    ---

    For example:

    Email 1 contains 

    Full Name

    Email

    --

    Email 2 contains

    Address

    Phone

    ---

    So you will have at least 2 condition email. One will send the Email 1 and the other Email 2

    The target email recipient then will receive different message/email.

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