How to Send Documents to Contacts Follow

Once you have uploaded the documents, you then have to use them in an email or other templates to send the Documents to the Contacts

How to Send a Document in Email

• While Composing/ Replying an Email  you can copy the document link and paste it as text or insert the link in the email to send that document to the contact.

• You will also get an icon for attaching a document in that window.

• As you click on the Documents Icon, it will open a pop up with all the available documents, to select a single or multiple documents
• You can also search a specific Document with the quick search option
• Once the documents are selected, click on Upload

• The Documents will get added to the Composed Email

• You can then click on the Document link to,
  • Change the Link Text
  • Set Link Expiration period
  • Enable Protect with a Password option
• Once done click on Save the preference