📋 Setting Up Form Notifications

Form notifications allow you to automatically notify selected users whenever a form is submitted. This is especially useful for keeping stakeholders informed and ensuring compliance. This guide walks you through setting up form notifications. 👇

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Step 1: 🔑 Access Form Settings

1. Go to the Form Templates tab under Forms

2. Click Add Form and navigate to the Form Settings tab when creating or editing your form.

3. Here, you’ll find the option to enable Form Notifications after you have finished creating your form.

Only once the form is completed and has been saved then you will be able to access and adjust Form Notifications.

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Step 2: 📬 Enable Notifications

1. In the Form Settings screen, tick the option to Enable Notifications for this Form. This ensures that designated users will be notified when the form is submitted.

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Step 3: 🧑‍💼 Select Users to Receive Notifications

1. Once notifications are enabled, go to the Form Notifications tab at the top of the form builder.
2. Click on Users and select the users you want to receive notifications by ticking the appropriate boxes.

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Step 4: 👷 Include Site Managers in Notifications

1. You can also choose to include Site Managers for the selected sites, through selecting ‘Include Site Managers for notifications’ on the Form Settings tab of your Form Builder. If this option is enabled, site managers will receive notifications along with the other selected users.

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Step 5: 💾 Save Your Changes

After configuring the notifications, click Save to apply the changes. Users selected in the Form Notifications tab will now receive notifications whenever the form is submitted.

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❓ Troubleshooting

If you’re not receiving notifications:

• Double-check that Form Notifications is enabled.
• Make sure the correct users are selected.
• Ensure you have saved the form after making changes.

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📞 Need Help?

For additional assistance, please contact our support team at:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535