Email as Output Destination
Step 1: Choose email as the output destination
Step 2: Make sure that your data source is set up to record your desired recipient emails
- Using FormSG
- Ensure that there is a question in your FormSG to collect recipient emails
- In the docCentral portal, when you have selected Email as an output destination, you will be asked to select the FormSG question that collects your intended recipient emails. Select the FormSG question accordingly
- Important note: You do not need to have a [recipient_email] placeholder in your Word Document template
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CSV
- The generated CSV template will automatically include a [recipient_email] field if you select Email as an output destination. Simply fill this column up with the email addresses of your intended recipients.
- Important note: You do not need to have a [recipient_email] placeholder in your Word Template
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Webhook: Ensure that there is a recipient_email field.
Step 3: Customising other options
- Selecting document format
The output document generated in .docx or .pdf format.
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Customising final email message
You may customise the email which your recipients receive to send additional information or instructions alongside the attached document. If you do not customise an email message, recipients will simply receive the generic email message.
The customised message will appear in a grey box, which will look like this in the email: