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Emailing Completed Forms from the Mobile App

Updated this week

You can email both draft and completed forms straight from the app.

To do this:

  1. Log in to the App.

  2. Open a Form

  3. Tap the Three Dots in the top right-hand corner

  4. Tap the Mail Icon

  5. Type in the email recipient's address

  6. SEND.

If you select the mail icon before you have signed off the form then the form will be sent without initials within the form, so you won't know who's signed it off.

If you need the form to be sent with initials you can do this from the Saved Forms page:

  1. Click the Menu icon (three lines) in the top left corner.

  2. Go to Saved Forms.

  3. Find the form you have completed.

  4. Change the date range to suit you, by default, it's set to last 7 days.

  5. Use the filters and search bar to find the right form

  6. Click on the form then go to the mail icon.

  7. Type in the email recipient's address and hit enter.

  8. SEND.
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