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Resend Email to Recipient & Edit Recipient Email
Learn how to resend email to specific recipients & how to edit a recipient’s email address in a particular request.
*Note: both “Resend Email to Recipient” & “Edit Recipient Email” features are only available for Individual or Team Plan users.
How to Resend Emails to Recipients
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 missed. With this feature, however, you can find those missed requests and resend them to your specified recipients. To use this feature, please follow these steps below:
Step 1: Go to Subscription page & click Recipient on the left menu
Step 2: Choose the Form that you want then click Search icon
Step 3: After step 2, you will see a list of requests that were sent to the selected Form
To resend email to a specific recipient, click the “Resend” button.
And done! The approval email will be resent to that recipient!
With this, your In-Progress request will be working again. If you use Multi-level workflow and there are other recipients, the add-on will automatically move on to the next person once the resent email is approved.
How to Edit Recipient Email
Sometimes you may need to change the recipient in a specific request due to email domain change, email removal, or that recipient is unavailable. In that case, you can now change a recipient’s email address in a request. Then you can choose to resend email to that new email address by using the Resend Emails feature above.
To do this, simply go to the Subscription page & click Recipient (similar to the 1st step in resending email) and choose the Form you need (similar to Step 1 to Step 3 in the Resend Emails feature).
Next, you can see Edit button next to the Resend for each recipient:
Clicking Edit button will open a small box where you can enter the new email address, then click OK.
This will only change a recipient’s email address for that specific request, NOT for your entire Form.
Afterwards, you can click Resend button to start resending approval email to the new email address.
That’s it! Enjoy automating approval workflow & generating PDF file at ease with PerformFlow!
For any questions or concerns, please send us email to [email protected].