You can send completed questionnaires to anyone via email to another user or anyone's email address. There are two ways to do this: send an email from a record, or build a complete process to automatically send an email.
Complete the first process if you need to send an email containing questionnaire answers once or only occasionally. It is not optimal for sending questionnaires often.
Complete the second process if your intake agents need to send emails containing questionnaire answers often. It requires several steps of set up work, but it will give your users the tools to quickly send emails containing this information. This process is primarily built for Litify Intakes. It can also be used on Litify Matters.
How do I send a questionnaire?
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