Custom Email template to send Form PDF

You can now create a custom email template to send Form PDF files by email to a client.

To customize the email for each form template, goto the Forms web app, click on Configure Templates from the Left pane menu, open a form template and goto the Custom Email tab.

You can enter a Subject and Message, which will replace the default email when sending Form PDFs. Use Placeholders to insert values dynamically in the email:

  • My name
  • Form name
  • Linked Item name: example a linked Contact or Project
  • All the form fields

When you open a Form and click on the icon to export the Form as a PDF file, select Email PDF. On the web, this will open a pane where you can check the customized email before sending. On the mobile, this will open the default email editor app (note that version 5.7.28 is required for the custom email to work).

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