How to send a document in an email directly from the Documents app?

Updated on March 24, 2021 03:27AM by Admin

Apptivo’s Documents app allows you to add and store your business document securely. It allows you to add the documents and share them with any employee or a team without any hassle.

Steps to Send

  • Login and access the Documents app from Collaboration.

  • You can view the list of documents added under various applications.
  • Select the document which you want to share by clicking on the checkbox.

  • By selecting the document, the email button will come to view. Click on the Email button.

  • The Send Email pop-up will appear with the selected document as the attachment.
  • Enter the recipient’s email address and subject line for the email.
Send Email

  • Enter the email message and click on the Send button.

  • You will receive a notification once the email is sent.
Email Sent

  • The recipient will receive an email with the document added as an attachment.
Email Received