Options for sending Final Emails

General Introduction

Select a Mode

Mode 1: Create Approval Workflow Only

1.1 Add Static & Dynamic Recipients

1.2 Set Multi-level Workflow

1.3 Set Conditions for Recipient

1.4 Add Form Respondent

1.5 Request Response Edit

1.6 Check Tracking Report

1.7 Add & Use Recipient Group

Mode 2 & 3: Generate & Send PDF/document only

2.1 How to generate PDF/document

2.2 Common file template errors

2.3 Send PDF/documents to recipients

2.4 Send PDF/documents to respondents

Mode 4: Combine All Modes

3.1 Combine Modes – Setup File Template

3.2 Combine Modes – Add recipients

Email Settings & Features:

4.1 Options for Sending Final Email

4.2 Enable/Disable Sheets Report on Final Email

4.3 Show File Attachment Link On Emails

4.4 Resend Email to Recipient & Edit Recipient Email

4.5 Customize Email Template

4.6 Dynamic Fields of Custom Email Template

Team Plan:

5.1 Add/Remove Users 

5.2 Share Edit Permission

Additional Features: 

6.1 Set Reminder & Auto Approve/Reject

6.2 Resend All Pending Requests

6.3 Manage Forms in Dashboard

6.4 Unique Request Number

6.5 Approval Link Authentication

6.6 Transfer Forms Data

6.7 Transfer Paid Plan To Other User

Quotas & Billing

Refund Policy

General options for sending final emails

Sometimes, it is necessary to send final emails to all recipients. In case you do not want all the recipients to receive the final emails, this feature has been made for you. There are 4 available options:

  • All recipients (Send final email to all recipients);

  • Matched condition only (Send final email to specific recipients in accordance with the set conditions);

  • None (Not sending to any recipient);
  • Custom recipients (add and customize recipients you want). Scroll down to ‘How to use Custom recipients’ section for more details.

To use this feature, please follow the steps below:

Step 1: On the configuration menu, in the field “Send final email to“, click to choose an option.

Step 2: click “Save” to save your modification.

How to use Custom Recipients

When you select ‘Custom recipients‘, our add-on will show all the declared recipients for you to choose (both static and dynamic ones). Additionally, click ‘Enter Approver Email‘ if you want to enter all approvers’ emails that you have added in the Recipients tab.

You can easily choose several recipients to add at once:

You can also type an email they want to add and press ‘Enter’:

Not sending when having “Reject” switch

In the Advanced Options, there is a switch called Not sending when having “Reject“. When you turn this switch ON, the final emails will not be sent to anyone after one of your recipients chooses “Reject” for approval.

Comments are closed.