Title: What your client receives | OneForm > The emails a client gets after filling in a form, what the report email and PDF contain, and where paid reports can be read online. Source: https://oneform.si/help/reports/what-your-client-receives/ --- 1. [Help Center](https://oneform.si/help/) 2. [Reports](https://oneform.si/help/reports/) 3. What your client receives [View as Markdown](https://oneform.si/help/reports/what-your-client-receives.md) # What your client receives The emails a client gets after filling in a form, what the report email and PDF contain, and where paid reports can be read online. Updated October 22, 2026 · 2 min read [Open Review ↗](https://app.oneform.si/reviews?help=what-your-client-receives) Here's what a client gets from your firm, from the moment they submit a form to the report arriving in their inbox. Every email comes in your branding, under your sender name, and their replies come to you. ## Right after they submit The client gets a confirmation email: **We've received your answers** for reports, or **We've received your details**for documents. It says their report is being prepared, and when to expect it, using the **Confirmation email promise**in **Settings → Reports & emails**. Some exceptions: - If the report is for sale, they get **Payment received** once they pay, with a link to their own page. - If the report went out automatically straight away, they get the report itself instead. - Documents set to **Only our team (no confirmation email)** don't send one. You can turn confirmations off in [Settings → Emails](https://app.oneform.si/settings/emails). See [Emails OneForm sends for you](https://oneform.si/help/emails-and-notifications/emails-oneform-sends-for-you/). ## The report email When the report is sent, the client gets an email with: - **A subject** like "Priya, your Tax Savings Plan is ready", or the subject the reviewer wrote. - **The report title** as the heading, and a greeting by first name. - **A message**: the reviewer's own, or the summary OneFormAI wrote. - **Key points**, as a short numbered list. - **The PDF** attached, named after the report and the client. - **A button for the next step**, such as **Book your strategy call**, if the form has one. - **Your sign-off**, then your address, contact details, license and disclaimer at the bottom. ![A preview of the report email](https://app.oneform.si/media/b99358fa-f3b4-50ed-a7a0-3226c9f97c02) To see exactly what a client will get, open the report in **Review** and click **Preview email**. ## The PDF The PDF has your logo, the report title, "Prepared for" with the client's name, and the date. It ends with your sign-off and disclaimer. Its look follows the PDF style chosen on the form. If you uploaded your own PDF, that file is sent as it is. ## Paid reports Clients who paid for a report also get a link to their own page, where they can read the report online and download it again later. The report email includes a **Read it online** link to the same page. ## After it's sent - **A reminder**, if you've turned on **Report not opened** and they haven't opened the email after a few days. See [Schedule a report and send reminders](https://oneform.si/help/reports/schedule-a-report-and-reminders/). - **Replies** go to your reply-to address. See [Set your sender name and reply-to address](https://oneform.si/help/emails-and-notifications/sender-name-and-reply-to/). ## Good to know - **The next-step button** is set on the form's **Report** tab, under **Button in the email**. It can open your booking link or another of your forms. Without a booking link in **Settings**, the booking button isn't shown. - **Clients don't need an account.** Everything comes by email. ## Why didn't my client get their report? Open the report and check the **Activity** tab. It shows whether the email was sent, delivered, opened or bounced. If it bounced, check the address and resend it. Point your client to [Where is my report?](https://oneform.si/help/for-clients/where-is-my-report/) if it may be in their spam folder. Was this article helpful? [← PreviousSchedule a report and send reminders](https://oneform.si/help/reports/schedule-a-report-and-reminders/)[Next →OneAI Tokens and reports](https://oneform.si/help/reports/oneai-tokens-and-reports/) ## Related articles [Approve and send a reportApprove a draft, email it to the client with the PDF attached, see whether it arrived, and resend it to the same or a new address.](https://oneform.si/help/reports/approve-and-send-a-report/)[Brand your reports, sign-off and disclaimerPut your logo, colors, contact details, sign-off and disclaimer on every report PDF and client email, and pick the PDF style.](https://oneform.si/help/reports/report-branding-sign-off-and-disclaimer/)[Emails and notificationsEmails OneForm sends for youEvery email OneForm sends to your clients and your team, when each goes out, and how to turn them on or off.](https://oneform.si/help/emails-and-notifications/emails-oneform-sends-for-you/)[Emails and notificationsEdit email wordingChange the subject and opening line of the emails OneForm sends, insert details like the client's name, preview and test them.](https://oneform.si/help/emails-and-notifications/edit-email-wording/) Still stuck? 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