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Send/Print a Document

  • Updated
  1.  Click the Comms & Docs module. 
  2. Click Documents. 
  3. Click Send/Print Document. Screenshot 2024-06-26 at 11.00.49 AM.png
  4. Check the box(es) for the client(s) to which to send the document. 
  5. Click Next.
  6. Select the document template to send. 
    • Click New to create a new template. 
  7. Click Next. 
  8. Click the email template to send. 
  9. Click Next. 
  10. Click Print or Send. 
  11. Once complete, click Exit.