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To add an email body, click Add Document and Generate. If a document was created separately on the users computer, click Add Document and Upload.
Once the desired document has been added to the documents tab, select all documents (PDF or .DOC/.DOCX only) that should be included in the email either as the body or as an attachment. The top checkbox can be used, if all documents in the list are needed.
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All documents will be sent in their original format. For instance if the user generate a document that is .docx, it will send in the email as a .docx. A new enhancement is being created to allow the user to select if the .docx or the system-generated PDF. will be sent |
After all needed documents are selected, click Email #Selected. The “#” will reflect the number of documents selected.
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