Help

Emailing a Document


To email a document, follow the steps given below.

1.  Navigate to the Documents & Files option in the Side Bar.

The Documents & Files page will be displayed.

2.  Check the row of the document that you wish email and click the Email () button on that row.

The New Message dialog will be displayed.

3.  Enter the name of the campaign in the text entry box or you can create a new campaign by clicking the Create Campaign button.

The Campaign screen will be displayed.

4.  Check on the row of the campaign that you wish to add and click the Select button.

The selected campaign will be added to the field.

5.  Select the name of the template from the My Template drop down list.

6.  The Subject Name field will be automatically populated.

7.  Enter the subject in the text entry box.

8.  Click the Save button.

The email document will be saved.






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