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Email Notifications

Managing PDF Submissions Sent by Email​

In addition to downloading PDF submissions from the HIPAAtizer dashboard, you can configure a form to automatically send PDF copies of submissions to specified email addresses. This is done in the Email Notifications tab of the form’s settings.

This feature helps team members receive secure, password-protected PDFs directly in their inbox, streamlining workflows and supporting HIPAA compliance.

Enabling Submission Recipients​

  1. Go to the My Forms dashboard.
  2. Click on the Form Settings icon for the form you want to configure.

Form Settings

  1. Open the Submission Recipients tab.
  2. Check the box under "Submission Recipient" for each team member who should receive the submission PDFs.

Submission Recipients

Enabling PDF Attachments in Email Notifications​

  1. From the same Form Settings panel, switch to the Email Notifications tab.
  2. Enable the option “Attach submission PDF form”.

This will reveal additional options:

  • Check “This form and attachments may contain Protected Health Information (PHI)” if applicable.
  • For HIPAA compliance, set a password to encrypt the PDF attachments. Enter the password in the provided field.
  1. Click Save to apply your settings.

Email Notifications Password Protection

Important Notes​

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Each form has its own Email Notification settings. To configure notifications for multiple forms, repeat these steps for each one.

With these settings, selected team members will receive secure, password-protected PDF submissions via email whenever a form is completed.