Auto-Share By Email From All Locations

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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.

To learn how to set up Auto-Share by Email for an individual Location profile, click here.