Resend Email to Recipient

General Introduction

Select a Mode

Tips to Set Up Your First Workflow

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

6.8 Avoid Automatic Approval/Rejection

6.9 Sign a Request

Quotas & Billing

Refund Policy

Learn how to resend emails to specific recipients & how to edit a recipient’s email address in a particular request.

It has been reported that sometimes submitted requests were missed, meaning no emails were sent to recipients. And in some occasions, recipients might accidentally miss the approval email, causing the requests to be ignored. With this feature, however, you can find those missed requests and resend them to your specified recipients. To use this feature, please follow the steps below.

Step 1: Go to the Dashboard, then the Manage Forms page. After that, click on the form you want to resend emails.

Step 2: Find the requests that are “In Progress” and click on Detail.

Step 3: Click Resend to resend the request to the recipient or click Edit to edit the recipient’s email, then click Resend to send the request to this new email address you inputted.

That’s it. After resending the email, you will see an “Email sent successfully” popup.

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