How to: Trigger routing of form submissions (Admin)

In Zenput you have the ability to send a copy of all form submissions to additional people. This could mean other people within your organization, vendors, or really anyone with an email address. 

Note: For them to download the submission as a PDF – they can just click the "View PDF" text at the top of the submission copy

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How to send a copy of submissions to additional people

1. To start, you will need to go to 'Forms'. From the Forms page find the form title and click the pencil to edit.
   
2. Once in the Form Builder, click on the Triggers tab.
   
3. In the 'Send Submission to' section you can select if you would like to send to:
   the Form Submitter (the person who submitted the form)
   Location Email (the e-mail of the location where the form was submitted from)
   And/Or Dropbox (if enabled from the Owner's settings).
   
   Under the 'Also Send To' section you can choose who (Role or User) you would like the form to go to and/or enter the email address where you would like a copy of the form submission to go as well. 
   

   Please note: If Role is chosen, the submissions will be sent according to the hierarchy.
   For example, if you choose District Manager, the submissions for the locations will go to the corresponding District Manager ONLY, not to all DM's.

   
4. If you need to add multiple recipients. Use the plus sign to add another input box.
   After this form is submitted, a copy of the completed form submissions will be sent to the specified recipients.

Please note: If sending to an existing Zenput user or role, the recipient must have their alert notification settings set to either "Email" or "Email & Push Notifications" in order to receive the submission email.

What and how notifications are used with Zenput
How to: Set/Update your notification settings from your mobile device
How to: Update your notification settings from the Web-App