Attaching the form information as CSV

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    Asked on September 28, 2016 at 11:48 AM

    Do you support CSV attachments now? We need to import each intake into our CRM so we need the intake email to come with a CSV file that contains the information

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    Answered on September 28, 2016 at 02:40 PM

    Unfortunately, you can only receive a PDF attachment in the email alerts.

    We don't have an option to attach a PDF. You need to manually export the form submissions to a CSV file. Here's a guide: How-to-Download-Form-Submissions-as-Excel-CSV-PDF.

    You can also create a CSV report, here's the user guide: How-to-create-a-CSV-Report.

    If you have any questions, let us know. Thank you.