Use Email with 4 how-to topics, all available without membership; start from the How-to Index and open the matching steps for the task you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Email entry | Free |
| 2 | 2. Open the email settings panel | Free |
| 3 | 3. Preview the current email setup | Free |
| 4 | 4. Save the email configuration | Free |
How-to Guide
1. Open the Email entry
Entry path: Form editor → File Collection → Email
- Open the Smart Forms editing page.
- Select the File Collection module in the left navigation area.
- Find the Email option.
- Click it to enter the next editing step.
Success Criteria
- Interface result: the Email option is visible in the File Collection module.
- What you can do next: you can continue to the email settings area.
Tips While Using
- Common mistake: if you are not in the form editor, the File Collection module may not appear.
- Environment note: online form settings usually require an internet connection.
2. Open the email settings panel
Entry path: Email → settings panel
- Click the Email option to start editing.
- Wait for the email settings panel to open.
- Review the available settings shown in the panel.
- Prepare to make changes.
Success Criteria
- Interface result: the email settings panel opens or expands.
- What you can do next: you can edit the available settings in the panel.
Tips While Using
- Common mistake: if the wrong item is selected, you may open a different settings area instead of Email.
3. Preview the current email setup
Entry path: Email settings panel → preview or review current settings
- Finish adjusting the available settings in the panel.
- Review the current result shown on the screen.
- Check whether the setup matches your file collection needs.
- Continue to the save step after confirmation.
Success Criteria
- Interface result: the current settings reflect the latest changes.
- What you can do next: you can continue by clicking the confirm or save button.
Tips While Using
- Common mistake: saving without checking the current settings may require another round of editing later.
4. Save the email configuration
Entry path: Email settings panel → Confirm or Save
- After finishing the setup, click Confirm or the matching save button.
- Return to the editor and check whether the updated setup is retained.
- If the form has a publishing step, complete that step as needed.
- Reopen Email if you want to verify the final result again.
Success Criteria
- Interface result: the updated settings remain visible after you return.
- What you can do next: you can continue editing other modules or publish the form.
Tips While Using
- Common mistake: changing settings without clicking save.
- Environment note: some changes may appear to respondents only after the form is published.