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Features Getting Started

Custom Email tab

In this section, you can create a custom email template used when sending Form PDF files by email to a client.

You can enter a Subject and Message, which will replace the default email when sending Form PDFs. Use Placeholders to insert values dynamically in the email: When you open a Form and click on the icon to export the Form as a PDF file, select Email PDF. On the web, this will open a pane where you can check the customized email before sending. On the mobile, this will open the default email editor app.

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