Form submissions can be emailed to a recipient when the user clicks the submit button. To configure the form to send an email upon submission, open the form designer and go to the Settings editing mode using the Guided Designer navigation bar. Select the Document Actions tab. Choose the Send Email radio button.

Each time the form is submitted, frevvo will send an email message to all recipients with the form submission data, optionally an attachment snapshot of the form image, and optionally the data in XML format in an attachment named "form".

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Emails Sent by frevvo

There are a number of different emails a user might get from the frevvo application, including some that are configurable and others that are system-generated. 

Configurable Emails

Emails that are sent as a part of form/workflow Document Actions, Task NotificationsActivity Document Actions, Escalations, Reminders, and Rejections.

Document Action Email

Document Action Email(s) are sent when a form or the final step of a workflow is submitted. The To, CC, BCC, From and Reply-To email addresses are configurable and can be set to a hard-coded email address or a templatized string that resolves to a valid email address at run-time. The Subject and Message properties accept text, templatized strings, and HTML markup. The To email, Subject and Message must have valid content, or the email will not be sent. The designer may optionally include attachments such as the form snapshot, submission XML, attachments uploaded via Upload Controls, and/or mapped PDFs.

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Task Notifications

Workflows Only

Task Notification emails notify a user, users in a role, or an email address that a workflow step has been assigned to them and provides a special link to perform the step (or, for logged in users, to access their task list.) The addressee ("To" email) is the user, users in the role(s), or email to which the step is assigned. A CC can also be specified. The "From" address will be the tenant's email address, or in the absence of one, no-reply@frevvo.com. Task notifications can be turned off for any step by clearing the Subject and Message.

Activity Doc Action Email

Workflows Only

An Activity Doc Action (ADA) Email can be sent after any workflow step. Click the + icon after the step where you wish to send the email. Select Email, and configure the email properties. The To, CC, BCC, From and Reply-To email addresses are configurable and can be set to a hard-coded email address or a templatized string that resolves to a valid email address at run-time. The Subject and Message properties accept text, templatized strings, and HTML markup. The To email, Subject and Message must have valid content or the email will not be sent. The designer may also specify attachments including the form snapshot, submission XML, attachments uploaded via Upload Controls, and/or mapped PDFs.

Escalations

Workflows Only

Escalations send two types of emails: Notifications and Reminders. The designer can choose to send Notifications of an Escalation action to the current owner, another user, or a role(s), along with a CC of any valid email address. Reminders are always sent to the current owner and also support a valid CC email address. The designer can also configure the frequency and total number of reminders to send leading up to an Escalation activity.

Rejection

Workflows Only

Rejection emails are sent when a workflow is rejected back to a prior step by a user clicking the "Reject" button. The addressee will always be the user or email who performed the task being rejected to. The subject and message are configurable and can contain the special template {flow.activity.reject.reason} - the reason for the rejection.

System Generated Emails

Invalid Task Notification

Workflows Only

Invalid Task Notification emails are automatically sent to the Workflow Admin(s), or Tenant Admin(s) in the absence of any Workflow Admin(s) specified, when a workflow step has been assigned to an invalid user, role or email address. These emails are not configurable.

Document Action Failure

Doc Action Failure notifications are automatically sent to the Workflow Admin(s), or Tenant Admin(s) in the absence of any Workflow Admin(s) specified, when a form or workflow's Document Action fails. These errors will also be shown in the Submissions repository. There are different reasons Doc Actions might fail depending on the integration(s) used. Please review the troubleshooting documentation for your specific integration to determine the cause and resolve it.

Configuring frevvo Emails

Email Addresses

You can enter multiple recipients in the To:, Cc:, and Bcc: fields (comma or semicolon separated,) and a single address in the Reply To: and From: fields. There are several ways to enter recipients:

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Step 4: Attach a snapshot of the form as a PDF, PNG, JPEG or TIFF. frevvo In-house customers must install the Tiff generator in order to see the Tiff option. You can find information about PDF Styling and support for international characters in submission PDFs here.

Whitelisting Emails from frevvo Cloud Tenants

Why are emails from frevvo marked as spam?

Cloud customers using a custom domain to send or receive confirmation and notification emails may need to whitelist the frevvo cloud server IP address and/or edit your domain's Sender Policy Framework (SPF) records to ensure proper delivery.

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Occasionally, if emails are sent before you have whitelisted frevvo and they bounce, frevvo's email provider may stop sending to specific bounced addresses. If you suspect this is the case, and have already followed the steps to whitelist frevvo emails, please log a support case.

Enhanced Security for Forged Spam (DMARC)

To turn on DMARC, update your domain settings with a DNS TXT record. A TXT record is a DNS record that contains text information used by sources outside of your domain. Add this TXT entry to your domain settings at your domain host. This Google Support article may be helpful for customers using gmail.

_dmarc.[domain.com]