Skip to main content
All CollectionsCompany Settings/Staff/GeneralGeneral
Forms (Available Attachments for Emails)
Forms (Available Attachments for Emails)

How to make Forms so they are available as attachments to emails

Austin Rasmussen avatar
Written by Austin Rasmussen
Updated over 3 months ago

This Help Article covers:

For a Form to be available to attach 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 Page, Press the [PREVIEW & SEND] button to display the Form Preview popup

⚠️ NOTE: The [PREVIEW & SEND] button to access the Preview Window will not display until the Form has been Locked.

2. From the Forms Preview popup, Press the "Download” button and select the option “Save PDF to files”

The Form will display in the "Other Files" section of the Available Attachments popup when the [ATTACHMENTS] > Browse existing files of the Email popup is pressed

Did this answer your question?