Sending Multiple Forms in a Single Email Using Envelopes

How to send multiple forms in a single email

Email envelopes allow you to bundle multiple forms into a single, organized email—much like mailing a set of paper documents. You can create custom email content to serve as a cover letter, then assign forms to the envelope, grouping them together for completion. Once all forms are filled out, they are sent together as a single package to the recipients you specify.

To get started, begin by setting up your envelopes.

1. From the Operations menu, select Email Envelopes. Click + New Envelope. The New Envelope window opens.
   
2. Enter a name for the envelope. This name will be used to assign forms to the envelope and will appear in the app, allowing users to identify and begin working on a set of forms that will be submitted together.
3. Enter email addresses if the envelope is typically sent to the same recipients. If the recipients vary each time the forms are completed and sent, leave this field blank. In that case, the email addresses can be entered later when completing the forms and envelope in the mobile app.
4. Enter the email body text that will be included in the message containing the forms. (The email subject line will be entered in the mobile app when the forms are completed.)
5. Click Save to create the envelope. It will now be available for selection when assigning individual forms.