Emailing Completed Forms

If you need to ensure that a particular form is completed with high importance, you can set it up to be emailed to you upon completion.

To distribute forms directly to an email address you can: 

  1. Log in to the Web Console.
  2. Click 'Forms'.
  3. Click on the Pencil Icon to edit the form

  4. Enter your email where it says 'Email Recipients', then hit enter.

  5. Click 'SAVE'.

  6. You will then be emailed a PDF, as soon as the form is completed! 

Manually email Forms from the App 

You can email both draft and completed forms straight from the app. To do this: 

  1. Log in to the App.
  2. Start completing a Form.
  3. Click the Mail Icon in the top right corner.
  4. Type in the email recipient's address and hit enter.
  5. SEND.

If you select the mail icon before you have signed off the form then the form will be sent without initials within the form, so you won't know who's signed it off. If you need the form to be sent with initials you can do this from the Saved Forms page: 

  1. Click the Menu icon (three lines) in the top left corner.
  2. Go to Saved Forms.
  3. Find the form you have completed.
  4. Change the date range to suit you, by default, it's set to last 7 days. You can change this to up to the last 30 days. 
  5. Click on the form then go to the mail icon.
  6. Type in the email recipient's address and hit enter.
  7. SEND.

Manually email Completed Forms from the Administration Console

You can also email and print forms straight from the Reports page in the Administration Console (Web). 

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