Auto-Share Signed Forms/Resources Through Email - Location Specific

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Auto-Share by Email makes it easy for you to send your signed forms and resources to other parties through email. The recipients of these emails will receive a live link to the completed document online, as well as a PDF copy of the document. 

If you want to share your Documents with another company that uses SiteDocs, click here!

Auto-Share From Specific Location Profiles

1. In your Admin Panel, click on Locations in the left-hand menu

2. Select the location that you would like to auto-share from

3. Select the Auto-Share tab

4. Click on "+Add Recipient" and select "Auto-Share to Email Address"

5. In the dialogue box that pops up, you can insert the email addresses you want to send to and check off the forms and resources that you want to automatically send to those recipients.

Auto-Share From All Locations

You can also email signed forms from all Locations with just one rule through the Auto-Share from All Locations feature!

• Set up rules that apply to all locations in your account (new locations are automatically included as they are created)
• Share to multiple email addresses
• Create multiple custom rules for various scenarios

Here's how to set it up: 

1. Select "Auto-Share from All Locations"  under "Setup" in the Menu bar.

2. Select "Add Recipient".

3. Enter one or more email addresses and select any of the Form Templates to be automatically emailed to the recipient(s) whenever they are signed. Remember, whenever a selected form is signed this rule applies to any and all Locations in your SiteDocs account. 

4. The rule now appears in your list. Create as many as needed, edit, or delete rules at any time.