You can send an order with attached document(s) via email to a vendor using this feature. This saves you the step of accessing documents via History > Documents. While you have a project open, select “Send Document(s) via e-mail” located at the top ribbon.
The window as shown below will open and you will enter the information in the following fields. When all the information is entered, select “Send”.
To: - Enter the email address
Subject: - “Order for Job Number” will auto-populate and you can just add the job number or you can delete and enter a new subject
Body - Enter message
Attachment - Check the box in the “Attach” column of the document(s) to include in the email
Create .Zip File of Attachments - You can choose to check this box to zip all documents you are attaching into a zipped file.
The email will be automatically be saved to the project documents as a vendor order in the appropriate Document Type. You can access the email by going to History > Documents.
