Sending Documents by E-mail
A generated document can be sent by e-mail automatically via E-mail Alert workflow action. This action allows you to create an e-mail message that will be sent to specified addresses, when a certain event occurs in the frames of the workflow. The E-mail Alert action includes the
Attach Document dropdown, where you can select a document that should be automatically sent by email.
To render the document output as a PDF file or a DOCX file, set the
Output Formatin the document settings.
After that you can add the E-mail Alert action to this trigger or button:
Setup link in the top right corner of the window.
Choose a table and click a corresponding tab at the top of the window.
From the menu in the main frame select
Workflow Triggers (or
Custom Buttons )
To add an
E-mail Alert workflow action, edit the existing trigger or custom button.
New button in the
Actions section and select the
Email Alert action type:
Fill in the
New Email Alert form according to your needs and choose the document in the
Attach Document dropdown displayed at the end of the form.
More details about the E-mail Alert setting are listed below.
General section of the form enter the e-mail alert general data:
|Name||In the |
|Description||In the |
|From||Specify from whom the e-mail should be sent.|
|To/Cc/Bcc||Select options defining to whom an e-mail alert should be sent. You can specify one or many options described below.|
|Do not notify modifier||Check the |
E-mail Contents section of the form enter the data concerning e-mail contents:
|Subject||In the |
|Body||In the |
|Format||In the |
|Attach Document||In the |