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If you are not getting this popup, please ensure that the type of document you’re trying to edit is editable. Check this by going to Documents (top toolbar) > Configure Editable Document Types and mark the type of document as editable.

Email Documents

In most cases you will be emailing documents from within the document by simply clicking the Email button on the top toolbar but below is another option.

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To email from the documents History → Documents module, simply highlight on row-header and right-click . Select desired option (send to email recipient) → Select Send to Email Recipient.

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