If you select the Email output channel when you click Generate Document, the Send an Email page with the Live Editor is displayed.
You can use the Live Editor to edit the text. See Using the Live Editor to Edit the Output before Generation.
Note that if the Form includes a footer or header, the footer and header are displayed in the Live Editor. However, they cannot be edited or deleted.
Sections of the Form might have been locked by the Form Designer. These sections can be deleted in the Editor but not edited.
When you finish editing:
- Click Send Now ①, to send the email.
- Click Send with Salesforce ② to display Salesforce’s Email Message>Send an Email page.
Depending on your system configuration you might not see one of these options
Recipient (as defined in output generation)
Related to ②
You can use the Related to field to specify where the Activity History will be saved.
If the output is generated from one the supported objects (that appears in the dropdown list) the default is the Object’s record.
If not, you can select the record where the Activity History will be saved.
CC and BCC ③
From the email template.
Attach File ④
You can click Attach File and attach files to the output. The attached files are listed below the email.