Adding attachments

When building email templates, you can attach files that will be sent with the email on form submission.

XFP provides two types of attachment:

  • Custom File Attachments
  • PDF of Completed Form

Sending a custom file

To do this:

  1. Build an email template as usual (see Creating an HTML email template)

  2. Before clicking Save, change Attachment to File.

  3. Set the format of the attachment as necessary, and then design the attachment content. You can insert form data by using the variable picker.

  4. Click Save.

Sending a PDF of the completed form

NOTE This will attach the file generated by a PDF Generation action. As such, you must ensure that a PDF Generation action runs before the email is sent - see PDF Generation.

To attach the generated PDF:

  1. Build an email template as usual (see Creating an HTML email template)

  2. Before clicking Save, change Attachment to PDF of Completed Form.

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