Send Document File Status Recap

    • 0 step |
    • 18 seconds
      Once within the Document File you'd like to send a recap on, click "Send Email."
      Agents are already added as options to send recap to.
      Add any others via cc field.
      Tip! You ***DO NOT*** need to select an agent to send a status recap.
      Add any addtional info here, if needed.
      If you'd like to include any documents in ***Done*** status as attachments, click here.
      Checkmark documents, as needed.
      Click "Send."
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