This article will summarize how to set up a template so that when it is completed in the field it will be auto emailed to a specified person.
Follow these steps to set up the auto-email setting for a template:
Step 1: Click on the "Forms" dropdown from the left side menu and click "Templates"
Step 2: Click on the template you want to have auto-emailed
Step 3: Click the "Show Options" button in the top right and then toggle on "Auto-Email Completed Forms"
Step 4: Select the worker(s) you would like to have this form auto-emailed to
This setting works particularly well in cases where you want to have a form. such as an Incident Report, sent to the health and safety manager as soon as one is made.