Send Document(s) via e-mail from a Project
- Stephanie Pepper (e-manage|ONE)
- Melanie Eubanks
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.
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.
When all the information is entered, select “Send”.
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.