Set up distribution lists for forms on a company level or on a project level.
Keep all necessary parties updated with custom recipient lists.
Dashboard > Settings > Module > Forms > Select a form > Click "Envelop Icon" on right side of form
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). This means everyone with the assigned title will receive emails.
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: This will enable a clickable button on the email to access the PDF version of the specific form.
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 click the (+) button to Add Block.
To delete a Subject once added on the Email Template, click "Remove Block".
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. To set up the distribution list on a project level follow the steps below:
Dashboard > Project > Project Settings > Module > Forms > Select a form > Click "Envelop Icon" on right side of form