Email delivery

It sends the resulting document as an email attachment via an SMTP server.

Click on the SMTP settings button:

Send email delivery

Then enter the SMTP settings and click OK to save it.

Send email delivery


If you prefer not to share the username and password for the email, we recommend setting up a dedicated mailbox specifically for notifications.

Check out the following articles about setting up the most popular SMTP providers for SMTP delivery:

This is how the email delivery step looks:

Send email delivery

Just fill To, Subject, and Body fields of delivery as you do in any email client.

Expand Advanced to set:

  • Display name. The name which recipients see when receiving emails. Default is the SMTP account email. You can define your custom Display name.

  • Reply-to. The default is the currently logged-in user’s email. It’s possible to change it.

Advanced email delivery settings

Use tokens to specify recipients

You can either manually specify the email address


or enter the email as a token, if the token exists in the source template.

The token may contain several comma separated adresses:,

Email token

Use tokens in email subject and body

You can insert values from your data using tokens. Their list is available by clicking { }.

Let us assume your data has property address. In this case, you can include it using token {{address}}. The tokens work in the same way as in document templates including value formatters.

Additionally, you can use predefined tokens:

  • {{@date}} - full current date with time,

  • {{@number}} - the current document number.