Dashpivot Web lets you share completed forms as PDF attachments directly via email. This is useful when you need to distribute records — such as reports, inspections, or checklists — to clients, colleagues, or stakeholders who may not have access to Dashpivot. You can enter one or multiple email addresses and send a PDF version of the form without first downloading it to your computer.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: FreeTrial, Standard, Pro, Premium, or Platinum
Permission: Team Member (or higher)
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot
Step-by-Step Instructions
Open Dashpivot Web and navigate to the relevant project.
Open the completed form you want to send.
Click Send PDF at the top of the screen.
Enter the recipient’s email address in the email field. You can enter multiple email addresses separated by semicolons.
Click Send to email the form as a PDF attachment.
To view the email history for the form, click Show Activity in the top right corner of the form.