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- Click on Doc Action for the flow and select "Email data to a specified address".
- In the wizard, for the To address select the Email control to generate a template. When the flow is completed, will send an email to the address that was entered in the Email control in the form.
- Select the documents that you want to attach to the email. Minamally, select PDF from PDF in the 'Send Snapshot' drop down and .
- You should also uncheck the 'Files ' checkbox. The options are described below:
- 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 email.
- Attach an XML data document using the Send Data checkbox. This checkbox is checked by default. Uncheck it to exclude the XML data document in the email.
- Attachments uploaded to your form/flow are included in the email if the Send Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the email. Attachments uploaded to your form/flow are included if the Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.
- Click Next and you can configure the subject and content of the email as desired.
If you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/flows, choose the action you want to take from the Send Gen 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/flow. Click the ones you want to be part of the submission. Hold down the Shift key then click the files in the list to select all PDFs or hold the control key and click specific PDFsSend Data' box unless you want to send the XML data....