Send Document File Status Recap
7 steps
|
18 seconds
1
Once within the Document File you'd like to send a recap on, click "Send Email."
2
Agents are already added as options to send recap to.
3
Add any others via cc field.
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Tip! You ***DO NOT*** need to select an agent to send a status recap.
4
Add any addtional info here, if needed.
5
If you'd like to include any documents in ***Done*** status as attachments, click here.
6
Checkmark documents, as needed.
7
Click "Send."