Customize Messages & Emails

You can customize all of the messages that are displayed on the screen or sent in emails, as shown below. You can include variable names in any of these messages to further customize them. You can also add several paragraphs of text or bold/italicize the messages.

Please go to the Settings tab in any workflow to customize the messages. The main options you'll change are:

  • Document Completion Message (default message when documents are displayed to the end user)
  • Hidden Document Completion Message (where you are not displaying documents to the end user, but are instead emailing the documents)
alt text here


Customizing File Uploads in Emails and on Final Screen

Want to add a file upload that was loaded into your questionnaire into the final page, or show it as a link inside of the email that is sent?

You can do this by copying and pasting the following into your custom messages, replacing the “Display Name” and the File Upload Variable with your personalized one:

[Display Name](${ FileUploadVariable.url_for(external=True) })

Add ""Private=False"" if you want the file to be accessible for those who are not signed in:[Display Name](${ FileUploadVariable.url_for(external=True, Private=False) })

For example, if I'm collecting a headshot photo in a file upload question, I might use the following to show it in my email:

[Headshot Photo](${ HeadshotFile.url_for(external=True) })"