Send form data in a file.

Settings

File Format

Files that don’t use a map or template will contain all non-hidden form data apart from the Exclusion List.

Format	Note	Map/Template	Output
CSV From Template	Comma Separated Values file
Excel Workbook			Sample
Excel Workbook From Template
JSON	Uses Question Tags for property names if set, otherwise Question Id		Sample
JSON From Map		Sample	Sample
PDF			Sample
PDF From Template
PDF From Attached Template	Uses template from Attachment within a document
PDF From Fillable PDF	Populates PDF fields by name
Text
Text From Template
Web Page	HTML file		Sample
Word Document			Sample
Word Document From Template
XML Document	Native FormsByAir XML document		Sample
XML From Template
XML From Map		Sample	Sample

Exclusion List

List of tags to exclude from files that don’t use a map or template, for example: <<Introduction>><<RiskRating>>

Email Attachments

File integrations with the Internal Email or External Email option are attached to emails sent by Email integrations with the matching “Attach Email Files” option.

• If the File integration has a Workflow Status, the file is only attached to emails sent while the document is in that workflow status. This enables sending different files at different stages of the workflow.

• If the File integration has a Rule referencing form data, the rule is evaluated when the document moves to Requesting status (e.g. while identity verification is in progress) and again once form validation is complete - the form data is complete at those points. Emails sent earlier in the lifecycle (e.g. on Save or Request) will not include these files. Note that a Rule referencing a validation result won’t match until validation is complete, so such files aren’t attached to Requesting emails.

If an email is configured to attach files and none are available, delivery stops with an error rather than sending the email without its attachments.