...
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.
...