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Send a copy of a completed form

Feature Suggestions

It would be nice to be able to select a completed form and send a copy to an email address or existing user/role. An example use case would be- a form has been completed by all signers, but I want to send a final copy to someone other than those included in the form. I could download the completed PDF, but I’d like an option to send the form from within Jobready.

Posted by Travis Wetzel ·
Status: Planned2 comments

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Comments2

  • John Lohr

    Team•

    Jun 3, 2025

    @Travis Wetzel, I see the use case here, but just in case you were not aware, you can edit a from template and add a CC’d contact that will automatically receive a completed form after all parties have signed.

    • Travis Wetzel

      •

      Jun 3, 2025

      Thank you. I do know about the CC contact in the form template set up. This use case would be to send it more of an “on the fly” or “one-off” situation, where I wouldn’t necessarily want to set up the form to CC this person every time.