Skip to main content
Mitratech Success Center

INSZoom - Email Questionnaires and Forms as Attachments

This article will guide you on how to email questionnaires and forms as attachments

Email Questionnaires and Forms as Attachments

INSZoom gives Professional and Enterprise users the option to email the questionnaires and forms as an attachment.

 

First, navigate to the case-level and hover over Emails and select Email Case Forms:

 

clipboard_ea704fb4120a4d34ae32fe39fd8f45e26.png

 

In the middle of the page, scroll-down to the Case Forms For section. Check the box for the form you wish to attach, click on the drop-down arrow beside Edit Form and select As Attachment (read Only):

 

clipboard_e7693ffbe1fd140a9a55b6916393453e4.png

 

 

 

  • Was this article helpful?