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  1. Click the what happens to my data icon in the toolbar at the top of the form.
  2. In the wizard that pops up, select the Save to ImageSilo or PaperVision Enterprise button.
  3. Enter your login credentials.
  4. After your login has succeeded, the wizard will show the list of Projects available.
  5. Select the project you created earlier (Leave Approvals).In the Send Snapshot drop down, select PDF (or any of the other available options if you prefer)
  6. Select the items you would like to include in the submission:
    1. To include the image type of the filled in form, select PDF, PNG or JPG from the Send Snapshot dropdown. PDF is the default option. Select the blank option from the dropdown to exclude this attachment in the submission.
    2. Check the XML checkbox if you want to store the xml data document in addition to the form image document
    3. 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.   
    4. Attachments uploaded to your form/flow are included if the Send Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.
    5. Check None for the Send Gen Forms control since we have not generated any Pixel Perfect PDFs for this workflow.

  7. Click the Next button.

  1. On the next screen, the index fields from the project are displayed.
  2. For each index field, you may select a form field to map it to. At runtime, the index fields will be populated from the values in the form.
  3. Your workflow is now configured to save your document to ImageSilo/PVE.

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  1. Click the what happens to my data icon in the toolbar at the top of the form.
  2. In the wizard that pops up, click the Email data to a specified address tab.
  3. Click the Email data to a specified address button.
  4. In the To: field, enter a template using the drop down to the right. Select the Employee's email address via the control EEmail. The To: field should look like {EEmail}.
  5. In the Send Snapshot : drop down, select PDF.
  6. Uncheck the Send Data: checkbox XML and Files checkboxes.
  7. Check None for the Send Gen Forms control since we have not generated any Pixel Perfect PDFs for this workflow.

  8. Click Next.
  9. In the Subject: field enter Leave approval for {StartDate}. Once again, you can use the drop down at right to select controls.
  10. In the Message: field you can enter anything you want including dynamic content using the drop down at right. For example, Your leave approval request was successfully processed by {HFullName}. This field can also contain HTML for rich content.

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