Step 2: After your documents are built or uploaded, go to the Data Routing tab. Choose the documents you’d like to send data to and set up your logic rules. If you’d like to combine documents together, check the Include in Combined PDF box.
Step 3: Choose how you’d like your document/s to be delivered by going to the Deliver tab. You can have documents delivered via email or sent to a variety of apps, including CRMs and document storage systems.
To learn more about setup, please read these help articles.