Emailing Envelopes

How to email envelopes

Email envelopes allow you to bundle multiple forms into a single message. Similar to mailing a set of paper documents, an email envelope lets you create a cover message (like a cover letter), then group forms together within that envelope. Once the forms are completed, they are sent together as a package to the recipients you specify.

To get started, first set up the envelopes.

1. From the Operations menu, select Email Envelopes. Click New Envelope. The Email Envelope Setup window opens.
   
2. Enter a name for the envelope. The name is used to assign forms to envelopes and on the app to begin working on a “set” of forms to send together.
3. Enter email addresses for sending the envelope to, if this envelope is consistently sent to the same recipients. If the recipient of the envelope is different each time the forms are completed and emailed, do not enter those email address here. The email addresses can be entered later when completing the forms and envelope in the mobile app.
4. Enter email body text to include on the email that contains the forms. (The email subject is entered on the app when the forms are completed.)
5. Click Save. This envelope is now available to select for individual forms.