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Enter destination email addresses in the To: Reply to: Cc;, Bcc: fields. The email can be sent to multiple addresses separated by a comma or a semicolon. The "To:" email address is required. All other email fields are optional.
Tip The tenant admin can configure the from email address on the tenant admin's Edit Tenant page. If you want an email to show a different From:address than what is configured on the Edit Tenant page, enter that address in the From: field. You can enter a static address or use templates to make the the address dynamic. The From address replaces the default no-reply@… , an address configured on the Edit Tenant screen or any settings in web.xml or frevvo.xml config files for In-house customers.
You can even use the standard internet address convention, for example: From: frevvo Client Services <services@frevvo.com>, so that your emails appear in people's inboxes looking like this:
- Customize the email body and Subject text in the Message field. You can use HTML and templates.
- Send the form/workflow data as a PDF attachment or other image type using the Send Snapshot dropdown. The image type options are PDF, PNG or JPG. Select the blank option from the dropdown to exclude this attachment in the submission.
- Attach an XML data document using the Data checkbox. This checkbox is checked by default. Uncheck it to exclude the XML data document in the email.
- Files uploaded to your form/workflow are included if the Attachments checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.
If you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/workflows, choose the action you want to take from the Send Generated PDF Forms control,
Check All to send all the mapped PDFs. This is the default value.
Check None to send none of the mapped PDFs
Check Select to display a list of all the mapped PDFs associated with your form/workflow. Click the ones you want to be part of the submission. Click again to deselect.
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The frevvo Cloud server limits email attachment size to 25MB and the total email size to 30 MB. If your uploads or mapped PDFs are larger than this, the email will fail to send. To prevent this, limit the Upload control max size and/or min # properties in your form The built-in PDF Snapshot will automatically be optimized to a smaller size if it contains images or other large data. |
See Email Integration for further details.
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