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When creating an ad-hoc email, a document must be selected to become the ‘body’ of the email. This document may be any of the existing document documents on the record, or a specific document may be created by the users and uploaded for this purpose.
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If a similar email will be sent on multiple occasions for varying reasons, it may be useful to create a standard document template to generate for the email body as in the example below.
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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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The email generation page will be displayed.
Enter the Recipients, Subject Line and the Email Body fields.
Recipients may be specified as direct (To) recipients, CC-carbon copy, or BCC-blind carbon copy. They may be selected from:
Authorized Users on the Site (prefixed with an “(A)”)
Contacts on the functional area record (prefixed with an “(C)”),
Staff (prefixed with an “(S)”) or Specific emails- the list of available recipients includes the record’s assigned workgroup’s users and workgroup supervisor.
or user-specified email addresses
Recipients may be specified as direct recipients, CC-carbon copy, or BCC-blind carbon copy.
The Subject Line will automatically autofill with a refined version of one of the document names , but can be customized , if desired.
For the Email Body, specify the document intended to become the body of the email. All other documents besides that selected in the Email Body field will be added as attachments. If a preview is available for any of the documents, the user can preview the documents.
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Administrators can select a checkbox to indicate if they want the source version of documents to be sent to if they want to send pdf versions.
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Once all details are correct click Send Emails.
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