Streamline your workflow by sending individual forms to clients. This guide covers all the ways you can email completed forms from the mobile app.
Manually Email a Single Completed Form
You can email a form from the mobile app either after you've saved it, or while you are still filling it out.
Emailing a form from your "Saved Forms" list:
This is the most common method, used for forms you have already completed.
Log in to the Mobile App.
Open the main menu (☰) and tap on Saved Forms.
Find and tap on the form you want to send.
Tap the 3 dots in the top right corner
Select 'Email this Form'
Enter the email address and tap Send.
Emailing a form while you are completing it:
Open a new or draft form on the mobile app.
Fill out the form.
Before saving, or from the draft, tap the Mail icon in the top-right corner.
Type in the email address and hit RETURN on your keyboard.
Tap Send.
This will send a PDF copy to the email address. The form will also save to your reports as usual.