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Action Details: Email
11.20. Action Details: Email
Overview
The email action sends an email to a configurable set of recipients. The email may contain have the generated document as an attachment.
Important: Before an email action will work, an administrator must first populate the From address and SMTP Server settings. These settings are located on the Configure system dialog box.
Configuration
The email action has the following attributes:
- Reply To. Type a valid email address or select an existing file from your form using the corresponding drop-down list.
- To / CC / BCC. Specify the recipients of the email. You can add multiple entries using the buttons. For each entry, specify the type of recipient (To, CC, or BCC) using the drop-down list.
- Subject. Type the subject of the email. Your can also insert eForm data into the subject using the drop-down list to the right of the Subject text box, allowing you to create customized and dynamic subjects.
- Body. Specify the body of the mail in the large text box. The body can use plain text or HTML code. You can also use the drop-down list immediately above the text box to add selected eForm information into your the body, allowing for customized and dynamic entries.
Tip: It is recommended that you click the Send as HTML check box to improve the appearance of your email when it is received.
- Attachments. If desired, send the document or document package as an email attachment. You can choose the attachments format using the check boxes at the bottom of the dialog box. Attachments can be in any of the following formats: PDF, flat PDF, TIFF, XML, or CSV.