Add Email Notifications in a Workflow

Before You Begin

Create a Send & Save Task

1. 1. In the workflow designer, click Insert First Task or click the + above or below an existing workflow step.
   2. Choose Send & Save, then Email.
   3. In the right panel, you can modify the default task name, and then click Send Email.
      • It’s a good idea to ensure your task name is descriptive and meaningful. This will make it easier to distinguish the current workflow step from others later on.
   4. Click the Edit button in the designer, or select Edit from the task actions dropdown.
   5. In the email’s To field, you can either type an email address, or select one from the dropdown menu.
      • The dropdown menu contains current participants and properties that refer to web form fields formatted as email addresses. The workflow originator is selected by default, but you can click the x next to originator to remove it from the recipient list.
   6. You’ll generally want to add at least one action button to allow the email recipient to do one or both of the following:
      • Download Document – This allows the recipient to download a copy of the specified document using the property associated with a file uploaded in a previous web form task with a file upload field.
      • View Task – This allows the recipient to progress to the next workflow step assigned to them. When using this type of button, you may only have one email recipient.
   7. Next, you can customize the email subject line and content if you wish, using standard formatting in the body text.
   8. In the subject line and body content areas, you can insert properties that have been used in previous workflow steps to dynamically fill in information, like participant names, dates, and more. From the Insert Property dropdown, select the property you wish to include.
   9. Once you’re finished configuring the email text and options, click Return to Workflow Builder to continue customizing the rest of your workflow.

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