Emailing Forms and Envelopes

How to email forms and envelopes

If your form can be emailed (emails are set up for a form in the Admin site), and the form was set up to do so, you can enter an email address to send the form to before you click Submit. You will automatically be added to the list of people to send the form to. If you want to receive the form in an email, be sure to keep your email address marked. There are no other actions needed on your part to email an individual form.

If your form is part of an envelope, you’ll want to start the envelope before completing the associated forms.

1. Click Envelopes. Then, click the Add button at the bottom right of the screen.
2. Select the envelope you want to start, then enter a description. The description is used for the subject on the email that is sent when the envelope of forms is submitted.
3. 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.
4. Click the envelope to open it and finish your in-progress forms or start a new form.
5. 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 and the forms it contains.

A saved form can be moved into an envelope by swiping right on the saved form and selecting the envelope you want to add it to.