How to Send a Form Using a Canned Email on Dubsado

If your Dubsado account relies on sending out Forms to collect or share information, there may come a time when you have to send a form manually.

There is a special protocol required when sending emails that contain a "Form Link". You can NOT simply click "Send Email". Instead, you must access the client's project> select the "Forms" tab > click "Send" on the form in question > retrieve the corresponding Canned Email

Here's how:

Step 1: Navigate to the "Projects" tab on your left side menu + Select the client in question

Step 2: Select the "Forms" tab within their project & hover over the form in question.

(If the form doesn't already exist on your Client's Forms tab, simply click the "Add New Form" dropdown and grab it).

Step 3: Click "Send" -- This will bring up a small email composition box.

If you'd like to use a pre-written Canned Email, you can click the little ribbon icon and retrieve it. Step 4: Send now or Schedule your email to send at a later time.