Email Output Settings


You can determine how you wish to deliver your submitted documents.

In the Output Settings tab, you have several options to push the data or PDF of your documents to email or a third party application.

First option is to determine if you wish to default the output settings or customize the settings.


If Default is chosen, then the email settings will default to one of the following:

  1. Group Settings if this template is part of a group and the group has customized output settings
  2. Account Settings if this template is not part of a group

The settings that will be used by default will then be displayed below.



The Email tab provides the ability to determine how you would like your email message configured.  

To learn more about Email options:

  1. Default Email Settings
  2. Send Documents Automatically by Email


Once you have set your desired output settings, please click the Save button to save your settings.

Have more questions? Submit a request


Powered by Zendesk