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
Use the dropdown menu to select the Agent to send the recap to.
3
Utilize the CC: field for additional email addresses.
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."
