Send allows you to send one or more documents included as an attachment to an email. This is either in their native form or as PDF attachments.
The underlying email is automatically filed in FYI and a record of the send is shown in the Activity of each document that is sent.
Resending a Document
If you need to resend a document by email at any time, this can be done in the same way and the document will be sent as a new email.
Clearing the Delivery Status
To clear the Delivery Status, and reset this to blank:
- Select the document to clear.
- Click the Delivery button.
- Select Clear.