When sending yourself or your client a report upon a Form submission, you can include your own email content to be sent as the body of the email, by setting up the content within an automated email Form Action.
You can select from the drop down to choose your Email Template, this will allow you to have your own text be the only content of the email upon selecting 'none' or you may include the report notification or default email notification.
To add email content, you will need to go into the the Web Portal, navigate to Forms > Existing Templates > Select the Edit Arrow for the Template you want to edit > Actions > Action Type: Email PDF > Email Content > Save Actions at the bottom of the page.
You are able to use placeholder options to personalise the content further, this will bring in details from the form content to make your email more specified to your client.
