I have prepared company forms which are sitting in the documents screen. However, I have not emailed it to the client. How can I now email these documents to the client?
Document Reminder emails can be sent from the Document Screen
|From the Main Toolbar, go to Documents||
Select Send Document Reminder
This option allows users to send an email reminder to one of the contacts from the Contacts screen to review a document.
Alternatively, users can reprepare documents in CAS 360 to email their clients a new copy of the company change forms.See: