Using Forms and Envelopes

How to email forms and envelopes

If your form is included as part of an envelope, you’ll need to start the envelope first before completing the forms. This ensures that:

• All required forms within the envelope are grouped correctly.

• Your progress is saved within the context of the envelope.

• Submission is handled properly for all included forms.

1. Click (Unsubmitted envelopes).
   
2. Click the Add button at the bottom right of the screen.
3. Select the envelope you want to start.
   
4. In the Enter Envelope Description field, enter a description. The description is used for the subject on the email that is sent when the envelope of forms is submitted.
5. Select a form to begin working on and click Start. You can save in-progress forms to finish later, and they will be listed under Unsubmitted Envelopes on the Envelopes page.
6. Click the envelope to open it and finish your in-progress forms or start a new form.
7. When you are ready to submit the envelope, expand the Expand to Submit area at the bottom of the page. You can manually enter email addresses and submit the envelope with the forms it contains.