Messages & Reminders

Send result email to client	Send email with signed pdf to client at the end of session, given that invitation sent to email address. Setting is in ON by default.
Email address to post when process is complete	Add 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 link	Text 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 complete	A 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 destination	Select 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 subject	Text that will appear in the email subject to open the form.
Invitation email body	Text that will appear in the body of the email to open the form.
Email subject for copy	Text 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 copy	Text 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 name	The 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 form	When set to ON the client will get a reminder about the expiration of the form. Default: OFF
Send with link	When 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
Destination	The destination of the reminder message. Default: Current
Reminder text	Text that will appear in the reminder message.
Export XLSX	When 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
Export data to archive email	When set to ON the input data from the form will be exported to the archive email. Default: OFF
Title table	Title of the exported data table in the archive email.
Select fields to display	Select the fields to be exported to archive email.
Recipient target	Select the recipient of the exported data: agent, client or both. Default: Both
Show empty fields	When set to ON empty fields will be shown in the exported data table in the archive email.