This option will allow you to:
- Send via email
This option allows you to create a custom email containing a link to the form, to invite people to fill it in. This option will let you send to recipients taken from the SF records.
It will also allow you to attach the document to this email.
- Edit and send
This option lets you send an email directly from your Salesforce account. It also attaches the document automatically to the email (either PDF or word) and allows you to edit the document before sending it out.
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