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Messages & Reminders

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Email address to post when process is completeAdd in this field permanent email addresses to which a copy will be sent at the end of the process.
Description Description of the template in the dashboard screens. The text can contain dynamic data from the form. Click “@” to select an input field.
Date filter Select a field from the form to display in the dashboard screens.
SMS text message when open a linkText that will appear in the phone message to open the form. A link will be automatically added to the text.
SMS text when process is completeA text message that will be sent to the client at the end of the process. Click @ to select an input field from the form. So the message to be sent can contain personal data such as: “Hello Israel, we received the form…”.
Select SMS destinationSelect the destination of the SMS that will be sent at the end of the process, based on the data from the form.
Default: Current destination
Invitation Email subjectText that will appear in the email subject to open the form.
Invitation email bodyText that will appear in the body of the email to open the form.
Email subject for copyText that will appear in the email subject at the end of the process (copy to the client). The text can contain dynamic data from the form. Click “@” to select an input field.
Email body for copyText that will appear in the body of the email that will be sent as a copy to the client at the end of the process (signed copy).
Signed PDF file nameThe name of a PDF file that will be sent as a signed copy at the end of the process. The name can contain dynamic data from the form. Click “@” to select an input field. A “#timestamp” tag can be added to the filename to make it unique.
Default: signed.pdf
Remind about the expiration of the formWhen set to ON the client will get a reminder about the expiration of the form.
Default: OFF
Send with linkWhen set to ON the reminder will be sent with the form link.
Default: ON
Remind before (minutes)The time when the reminder will be sent, will be calculated from the Expiration time.
Default: 15
DestinationThe destination of the reminder message.
Default: Current
Reminder textText that will appear in the reminder message.
Export XLSXWhen set to ON the XLSX file will be sent in addition to the JSON file in the signed copy email at the end of the process.
Default: OFF
Post zippedThis option will pack all the files, at the end of the process, into a ZIP and send to the agent.
Default: OFF
Zip file passwordIf the “Post zipped” option is ON, this option will be open to choose a protection password for the file. The password is fixed for each operation.
Default: OFF
Export data to archive emailWhen set to ON the input data from the form will be exported to the archive email.
Default: OFF
Title tableTitle of the exported data table in the archive email.
Select fields to displaySelect the fields to be exported to archive email.
Recipient targetSelect the recipient of the exported data: agent, client or both.
Default: Both
Show empty fieldsWhen set to ON empty fields will be shown in the exported data table in the archive email.

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