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Knowledgebase: e-Dashboard
e-Dashboard - E-mailing Documents Through the e-Dashboard
Posted by Dakota Green on 07 April 2011 04:25 PM

STEP ONE:
Locating the documents to e-mail

Inside the e-Dashboard, locate the document you wish to send out via e-mail.

Right-click on the file and select "Email".

You will be sent to a new window, allowing you to send documents through the e-Dashboard. You'll see the following options:

FROM: Put in the e-mail address that you want to send your file to.
TO: Your e-mail address
CC: Anyone else you wish to receive the document
Subject: The name of your e-mail
Attachment: The file you are sending through e-mail.

There is also a body in which you can type in instructions, or whatever else you wish to note to the client.

Once everything is correct, select "Send".

When the document has been sent, you will be prompted with a window saying "Message Sent!". Click "OK".

 

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