Change name of person sending file
When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.
1
vote
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Kaitlyn Mace
commented
Our use case: We are automating the sales process for some of our add-on products. Customers can purchase an add-on by completing a smart form that then creates a document using the form. The customer gets an email from me, the system admin, with the file, but my name doesn't mean anything to the customer. Instead of the subject being "Kaitlyn Mace sent you the document..." I want it to say "Company Name sent you the document...