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Step 1: First name one of your controls emailAddress. You do this by entering a that string into the control's Name property as shown below.
Step 2: Next, open the Doc Action Email Wizard. Replace jSmith@gmail.com with Enter the template: {emailAddress} in the To: field
Also you can specify an email address containing a template and static text such as: {customer}@frevvo.com. In this case the value in the form field named "customer" would replace {customer}. If the user enters "Joe" into the customer form field the submission would be emailed to Joe@frevvo.com.
The form image snapshot attachment can be Pdf, Png, Jpeg or Tiff. In-house customers must install the Tiff generator in order to see the Tiff option.
Step 3: The email wizard lets you set your own email subject and message. The message body can contain html and css giving you the ability to generate very nicely formatted emails. Form data values can be added to the message subject and body using control template names. Two dropdowns in the wizard make it easy to add control templates. Or for customers preferring the Pdf attachment, the email message body can contain a very simple text message, which is the default.
Here is a sample of formatted message body. Note the use of html.
| Code Block |
|---|
Dear {FirstName} {LastName}
<p> Your loan request in the amount of <b>{LoanAmount}</b> has been received.
</p>
Sincerly,<br/>
<i>The Mortgage Team</i> |
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| Tip |
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Note that html "pre" tags are needed around the message body if you use data from textarea controls in your message body. By default any newlines in the textarea are removed by html. This is a feature of html that can be turned off using the html "pre" tag. |
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