Results for “Send a report”

30 articles

• Approve and send a reportYou can approve first and send later, or do both in one step. Before you start Reviewers, admins and owners can approve and send reports. The report needs a recipient email: check it on the Delivery…
• Report a bug the quick waySend a bug report On the page with the problem, click Send feedback at the bottom of the sidebar. On a phone, it's in the More menu. You can also press ⌘ K (or Ctrl K ) and type "feedback". Make…
• Review and edit a draft reportSend your own PDF instead At the bottom of the report, next to Prefer to send your own PDF instead? , click Upload a PDF . That file is sent as the report for this client only. Click Use the written…
• Schedule a report and send remindersAnd if a client hasn't opened their report after a few days, OneForm can send them a gentle reminder. Schedule a report Open the draft from Review . Click the clock button next to Send in the top…
• Set up a report on a formThe form should ask for the person's email (an Email or Contact info question), so OneForm knows where to send the report. Turn on reports Go to Forms and open the form. Click the Report tab at the…
• From your first form to your first report…finish: build it, fill it in yourself as a client would, and send yourself the report. Before you start You need to be an owner or admin to create and publish forms. Building a form with OneFormAI…
• Send reports automaticallyTurn on automatic sending Open the form and click the Report tab. Under How reports go out , click Send automatically . Read the warning and tick I understand, send reports automatically. Click Turn…
• How AI reports work…to the client until it's approved, unless you've chosen to send that form's reports automatically. From answers to report A client submits the form. They get an email saying their answers arrived…
• How workflows workWhy didn't my form send a report? The Default workflow is paused or changed. Click Workflow in the form builder to open it, and check that it's on and still starts with Draft the report . The form…
• Where is my report?They can see whether your report was sent and send it again. Good to know Keep the email. The PDF attached to it is your copy of the report. Save it somewhere safe. Replies go to your accountant.…
• Charge for a reportSending an unpaid report from Review asks "Send without charging?". Choosing Send free waives the payment. More than one ending? Each ending has an Offer the paid report here switch, so you can hide…
• Fix emails that aren't arrivingOneForm records every email it sends and why it skipped any, so you can usually find the reason in a minute. Symptoms A client says they never got their report, confirmation or booking email. A…
• Fix a report that didn't draftWhen to contact support Use Send feedback in the sidebar, or oneform.si/support , when: re-drafting says "Today's OneFormAI limit for this firm is reached" and you need more today; re-drafting fails…
• Fill in a form from your accountantIf your accountant needs documents from you, they'll tell you how to send them. What happens next. If you gave your email address, you'll usually get an email saying your answers arrived. Your…
• Connect OneDriveSave them automatically from a workflow, or send the finished reports you already have from the Reports page. Connect OneDrive Go to Integrations . The OneDrive panel opens. Click Connect Microsoft…
• Connect Google DriveSave them automatically from a workflow, or send the finished reports you already have from the Reports page. Connect Google Drive Go to Integrations . The Google Drive panel opens. Click Connect…
• Welcome and thank-you screensSend people to a web page Under Send to a web page , paste the page's address. Set how many seconds to wait under After . Optional: under Add answers to the link , pick answers to pass along. Only…
• Create a form with AIDescribe the form in a sentence or two, for example "A year-end tax planning questionnaire for business owners that sends them a planning memo". Or tap one of the examples under the box. To build…
• Workflow actionsEmail the report (PDF) Sends the approved report to the client with the PDF attached. Approve and send, no review sends it without anyone reading it first. Email Action What it does Confirmation…
• Connect Claude, ChatGPT and other AI agentsSending or approving a report, publishing a form, emailing a form link, changing a booking or sending leads to your CRM needs Act on clients , and the agent must confirm each one first. Plan limits…
• Send data to another app with webhooksThe Send to another app (advanced) action sends the client's details, answers, score and report to a web address the other app (or your developer) gives you. Before you start You need a web address…
• Create a workflowIf the workflow sends to another app, such as Slack or Google Sheets, you can connect it along the way. Create a workflow with AI Go to Workflows . Under Create with AI , say what should happen, for…
• Write better report instructionsIt also learns from what reviewers change in drafts before sending them. Learning from ratings doesn't use OneAI Tokens. See and edit what it learned The rules are on the form's Report tab, under…
• OneAI Tokens and reports…ratings No Documents with Write it with OneFormAI turned off No Sending a PDF you uploaded No Sending, scheduling and resending reports No How many tokens a draft uses depends on its length and your…
• Emails OneForm sends for youUnder Email sending , click Emails . Each email shows who it goes to and when it was last sent. Click one to preview it, send yourself a test, or change its wording. See Edit email wording . Turn an…
• Send workflow emails from your Outlook mailboxThe Send an email from Outlook action sends from your own mailbox and saves a copy in your Sent Items, so replies land in your inbox. Before you start You need a Microsoft 365 work or school…
• Logic and branchingSend people to different endings In the list on the left, next to Endings , click Add . Under Show this ending when , set the conditions, for example the score ≥ 40. Write the ending's title and…
• Workflow triggersReport is approved A reviewer approves the report. Report is sent The report email goes out. Report is opened The client first opens the report email or their report page. Once per report. Payment…
• How OneForm keeps client data safePasswords are salted and hashed with scrypt, and checked against known breaches in a way that never sends the password. Links sent to clients are signed, so they can't be altered or guessed. Who at…
• Start from a template…education savings, gifting and wealth transfer Every template sends its report to the client after you review it. Good to know Templates have reports turned on. Open the form's Report tab to read or…