How to Send | Distribute Smart Forms via Commnia Inbox
You can distribute your fillable forms to recipients via Commnia Inbox or directly from the Form Templates List.
Send Via Commnia inbox
1. Create New Email and Attach Form
Navigate via Quick Adds + and select Other Correspondence
1. Select the Document category from the drop-down list.
2. Add Recipients or Group Name i.e Site Team (If you do not want the recipients in the 'To' field to see each other - click Send privately).
3. Complete all other fields., subject, description, addons, etc
4. Attach your form - by clicking on Forms
The following window will open;
1. Search and Filter available forms by Inbox Folder/ Category or use keyword search
2. Select your form from the list by clicking on it - a preview screen will open
3. If the form requires authorisation - Enter the contact name
4. Click Use Selected Form - and it will attach it to the email
Once you've entered all information for your email, you can Preview, Save it as a Draft or Send it.
If you have clicked to Send Privately the recipients will not see who else the email has been sent to.
To see how to send | distribute Forms via Forms Library click here
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