The ‘Send via email’ option allows you to send the form URL to people, so they can fill it in.
Pressing on this button after selecting a few templates will open an email settings window. In this window, you will be able to create a custom email to send to your recipients/email addresses from your records.
The window contains the following settings:
- Subject
- From
- Send to
- Reply to
- Folder
- Template
- Group emails
- Add attachment
- Attach generated document
- Message
* Please note that when you choose multiple templates, it means that multiple emails will be sent to the recipient - each belonging to a different template.
If you wish to group these emails into one - so that your recipient gets only one mail, containing a few form URLs (instead of a few emails, each containing a single URL) - this can also be done.
All you have to do is turn on the “Group emails.” checkbox and that’s it.
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