This Help Article covers:
General/Overview:
For a Form to be available as an attachment to an email, the Form PDF must have been Saved & Locked and then Saved to a Job’s Files.
To Save a Form to a Job's Files
1. From the Form's Window, Press the [PREVIEW & SEND] button to display the Form Preview pane
⚠️ NOTE: The [PREVIEW & SEND] button will not display until the Form has been Locked.
2. From the Form's Preview pane, Press the "Download” button and select the option “Save PDF to files”
To Attach a Saved to Files Form to an Email
⚠️ NOTE: The Katipolt email total attachment(s) size limit is 25MB.
1. From the "Email" compose pane, Press [ATTACHMENTS] then Select “Browse existing files” to launch the Available Attachments Popup
2. From the Available Attachments Popup, Tick the left tickbox of the required attachment(s) to Select, then Press [ADD XX FILES] to select and return to the "Email" compose pane