How to Email Completed Forms

Streamline your workflow by automatically emailing forms to stakeholders or manually sending individual forms to clients. This guide covers all the ways you can email completed forms from both the web and mobile.

Method 1: Automatically Email a Form Every Time (Admin Setup)

This method is perfect for critical forms (like Incident Reports) that need to be sent to a specific person or group every time they are completed.

1. Log in to the Admin Console (computer login).
2. Click on the Forms tab in the main menu.
3. Click the pencil icon to edit the settings of the form you want to automate.
4. Open the 'Form Settings' panel
5. Find the 'Email Recipients' field.
6. Enter the email address you want the form sent to, then hit ENTER. You can add more than one email address.
7. Click SAVE.

Now, every time this form is completed, a PDF copy will be automatically emailed to the addresses you listed.

Method 2: Manually Email a Single Completed Form

You can send a one-off copy of any form from both the Admin Console and the mobile app.

From the Admin Console

You can email a form from the Activity Stream (on the Dashboard), the Completed Forms page, or the Form Reports page.

1. Log in to the Admin Console.
2. Find the completed form you'd like to send.
3. Click the View icon (the eye) to open the form's details.
4. In the pop-up window, click the Mail icon.
5. Enter the email address you want to send it to.
6. Click Send.

From the Mobile App

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.

1. Log in to the Mobile App.
2. Open the main menu (☰) and tap on Saved Forms.
3. Find and tap on the form you want to send.
4. Click the Mail icon in the top-right corner.
5. Enter the email address and tap Send.

Emailing a form while you are completing it:

1. Open a new or draft form on the mobile app.
2. Fill out the form.
3. Before saving, or from the draft, tap the Mail icon in the top-right corner.
4. Type in the email address and hit RETURN on your keyboard.
5. Tap Send.

This will send a PDF copy to the email address. The form will also save to your reports as usual.