How to send the document to the client?

FAQ1 min readUpdated Mar 28, 2024View source ↗

Go to the Documents module, choose your document and move to the details view. Click Send option. Complete the fields in the dialogue box with details about: - Sender(madatory) - Recipient(mandatory) - Subject of the e-mail (mandatory) - Description of content - Your document will be attached to the e-mail as pdf file.

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