Send a document as an email attachment
The Send email action emails a published document to your customers as a PDF attachment, with a subject, message, and reply-to address you control. The document you attach must be published first — only published documents appear in the attachment selector.
Before you start
Publish the document you want to attach. The Attached document selector only lists documents that are published, so an unpublished document will not show up in the list.
Add and configure the Send email action
You configure the action on the button that should trigger the email, inside the document editor's Actions inspector.
Open the document that contains the send button in the document editor.
Select the button and open its Actions inspector.
Add the Send email action.
In Recipients, enter the email addresses separated by commas, or click the Recipients label to switch the field to a Formula that resolves to the addresses.
Set Reply to (optional) and Subject. Each can be plain text or a Formula.
In Email message, write the body. Markdown is supported for formatting such as bold and italic, and you can reference calculator inputs or variables with curly braces, for example
{EMAIL}.In Attached document, click Select a document and choose the published document to send as a PDF attachment.
Set Filename, or leave it empty to use the default filename.
Email actions are disabled in the editor, so test the send in Preview mode.
Who the email comes from
Every email is sent from [email protected]. There is no configurable workspace sender, and sending from your own domain is not available yet.
When the email fails to send
The action can fail with one of these errors:
Incorrect recipients list — the recipients field is empty, or a recipients Formula is missing or resolves to an invalid value.
Missing attached document — an attachment was expected but none was included.
Attached document not found — the attached document could not be found.
Attached document does not match selected document — the document sent does not match the one selected in the action.
Attached document subscription is not active — the selected document exists but its published subscription is inactive.