Navigate to System Administration > Printer / Device Administration > ReadyForms > Delivery Definitions - Click Search to locate a delivery definition, or Add to create a new one
- Click Accept
- Under the Steps heading, click Add
- In the Name field, under the Step Details heading, enter a name for the step (ex. 'Email')
- Under the Templates tab, check the box of the form template to be used
- Scroll down and check the Email checkbox
- Select Customer email from the Send email to dropdown (the To Email Address will then default to the email on the customer record)
- Check Include Attachment checkbox
- In the From Email Address field, enter the address of your organization, as you would like it to appear in the customer email
- You may choose to enter a Subject and/or Message
- Click Accept
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