If a document has been sent out physically, for example, by postal service, for information purposes you can use Mark Sent to manually set that a document has been sent. This would usually be used for a Word document, Excel spreadsheet, a PDF, or a PowerPoint presentation.
- Select the document to mark as sent
- Click Mark Sent.
This changes the Delivery Status of the document to "Sent".
Setting Postal Service as the Default Send Method
If a client always needs documents to be sent by postal service, "Postal Service" can be set as the default for the client in the Clients - Details tab for the Send Attachments setting (refer to Setting Filing Defaults for a Client).
When Postal Service is set as the default, if a user goes to send a document (by clicking Send in the tool bar), the Create button is not shown and a message displays at the bottom of the Drawer as a reminder.
You can click Cancel to stop the send and send the document by post.
This can be overruled by changing the Send via method so if the document is an exception it can be sent, for example, by email.