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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

    Check All to send all the mapped PDFs. This is the default value.

    •Check

  • Check None to send none of the mapped PDFs

  • •Check

    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. 

     

See Email Integration for further details.

POST data to your web application

When the form is submitted,  POSTs the document set to the specified URI and ignores any returned XHTML or redirect. This option may be used for additional processing of data. Use form action post if you want to both submit data to your URI and forward to a web page or display returned XHTML.

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Fill in the Post Data to your web application wizard with the following information:

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The Send Data wizards enable you to manually set a URI to which the data will be sent when your form is submitted.

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Do nothing

This is the default option. If one of Selecting Do nothing will also clear the other 2 options is set you can clear them by clicking this oneif they are set.

Post Submissions to a Google Sheet

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See the  Save your Submissions to a Google Sheet for details.Here is an example Google spreadsheet that is updated with a new row each time the form is submitted.Image Removed

Manually set document URIs

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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.

• Customize the email body and Subject text in the Message field. You can use HTML and templates.
• Send the 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 Gen PDF Forms control:

  • Check All to send all the Pixel Perfect PDFs. This is the default value.

  • Check None to send none of the PDFs.

  • Check Select to display a list of all the PDFs associated with your form/workflow. Click the ones you want to be part of the submission.  

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For example, consider a Vacation Request Approval workflow. When the workflow is complete, we want to send a PDF to the internal HR system (using the document action) but in addition, we want to notify the employee requesting the vacation by email. Use the Additional Email wizard for this scenario. The email to the employee will contain whatever documents are selected on the Additional Email wizard screen.

To use the wizard, click the Doc Actions section in the left toolbar and select the Additional Email Tab. See  See Email Integration for further details on configuring the content of the email.

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Let's say you have a workflow where you want to
 

1. Save a copy of the form to Google Drive
2. Email a copy of workflow pdf to the IT department

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