How to create an Email button for my form

 Step 1 - Open the Forms Tab and select Email

  • Click on the Forms Tab.
  • Select Button.
  • Click on Email.

 

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Step 2 - Enter Email to Send a Form

A window will open where you can enter the information necessary to automate the emailing process.

  • Enter the To and click to add CC and BCC fields. 
  • Enter the Subject and Message for the template.
  • When you are ready click the OK button.

 

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Step 3 - Add the Email Button to your PDF

You will see the outline for the Email Button appearing on your document. You can position it wherever you would like.

  • As you move the mouse cursor over the document you will see the outline of the field before it is placed.
  • The submit button will appear once you click the left mouse button in the appropriate place.

 

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Step 4 - Changing the size or location of the Email Button

You can change the Email Button's size or location in the Edit Mode

  • Switch into Edit mode.

 

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Changing the button's size

  • Hold down the left mouse button while your cursor is over the border.
  • Drag your cursor.
  • Release the mouse button and the changes will be made.

 

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Moving the button

  • Hold down the left mouse button while your cursor is over the button.
  • Move the outline of the email button to a new place in your document.
  • Release the mouse button and the changes will be made.

 

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Step 5 - Modification of the properties of the Email Button 

  • Switch to Edit Mode.
  • Right-click on the Email Button.
  • Choose Properties.

 

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Step 6 - Configuring the appearance of the Email Button

You can modify the look and feel options in the Appearance Tab.

  • Click on the Appearance Tab.
  • Choose any option you want.

 

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For more information, click here (we've got an article explaining all the properties and how they work).

 

Step 7 - Test the Email Button

  • Switch to View mode.
  • Click on the button.

 

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Step 8 - Delete a button

  • Switch to Edit mode.
  • Right-click on the button.
  • Select Remove.

 

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We have two additional modules. The OCR module allows you to recognize and edit text within any scanned document or image. We also have the E-Sign module that allows you to electronically sign PDFs and track and manage e-signatures in real-time. If those modules are not available for you, you can purchase them here.

 

       

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