Email

The Email allows sending documents to one or more recipients directly from the system, with fields to specify recipients, subject, and message.

To send an email, follow these steps:

1. Select the documents by clicking on the checkboxes. Navigate to the top menu bar, and click the Email button. This opens the Email window.
2. In the Recipient(s) field, enter the email address, of the user to send the document.
3. Click the Add button if the user wants to add additional recipients or use the CC button to include people in the CC field.
4. In the subject field, enter a subject line for the email. This provides the recipient with an idea of what the email is about. This field is mandatory as indicated by the asterisk (*).
5. Once filled in the recipient(s), subject, and message body, you can click Send to email the document.
6. Click the Cancel button to exit the email window without sending the message.