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Sending by Email

Last review: March 2024

After clicking the Download button at the bottom of the Document Editor page, or clicking the dropdown arrow next to that button, users will see the Send by Email option. 

Once selected, a new pop up will appear listing the users to whom a user may send the document (default is yourself, the Document Owner). Simply select a name from the drop down, and click, “Add Recipient”, repeating as many times as needed. Additional send by email settings are whether to include document Comments or Help text or to allow for hand-written text (see the Download article).

By default, documents sent by email are sent as Word and PDF files. Transmittal email contents can be tailored through setting up the proper conditions in Template Editor.