Dashboard > Settings > Modules > Forms
Keep all necessary parties updated by automating email distribution for submitted forms. Use the push notifications feature to enable automatic mobile notifications for users. Settings can be configured on a company or project level.
Enabling Email Distribution
Select a form > Click the "Envelope Icon" on the right side of the form
By clicking on the envelope icon, you will be directed to the email distribution settings, as shown below.
Configuration for your email distribution can be done in multiple ways:
Static email list: Add email addresses as a static list for a form. These emails will receive an email every time a form is "submitted". To add emails click "+ Add Email" and enter email addresses in the field.
Project team by title: Assign recipients by title (i.e. Fieldworker, Safety Officer).
Project site contact: When selected, an email will send to the project site contact when the form is submitted.
Manual entry: Allows users to add additional emails at the point of submission on a form (Note: this does not add them to the distribution list, rather it will be a one-time addition for the specific form submission).
Attach form PDF link to email: By checking this option, recipients will receive a link to the form's PDF.
Exclude sender from distribution list: When this option is selected, it will ensure that the submitter of the form will not be included in the distribution list, even if they are added to the email list or included in the distribution settings.
Send push notification: This setting option will enable push notifications from the Mobile App.
When "Save and Email" is used by the form submitter, a push notification will automatically be sent to the Users added to the distribution list.
NOTE: To receive push notifications, the recipient must be a SiteMax user with access to the SiteMax App.
Email Template: This allows you to configure the automated email that will be sent once the form is submitted.
Add Subject to the Email Template section by entering text on the subject line or clicking the (+) button.
Customize body paragraphs as needed.
NOTE: Distribution lists can be created on either the company level or the project level. If a form has a distribution list on the project level, it will supersede the company-level distribution list.