"How do I setup my forms/reports to have EMAIL functions from the form."

Dashboard > Settings > Forms > Envelope Icon

The email distribution feature has various methods of creating a set custom email recipients. These settings can be saved and modified depending on your personal SiteMax permissions.


Static Email List

Create a static list of email addresses that always receive the form once it is submitted. Click "Add Email" to grow to your list

This list will appear in a pop-out window (Modal) when you are submitting the form

Project team by title

Assign recipients by title (Example. Field worker, Safety Officer)

Manual Entry

This enables the option for users to add email recipients at the submission stage of the form in the pop-out window.

Attach form PDF link to email

This will enable a clickable button on the email to access a PDF version of the form

Pop-out window (Modal)

Example of Email Layout

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