Emailing items from Saved Documents

Email Documents

We have added a new action to all "Stored Documents" under "Saved Documents". On a person for example, the email prefills their email address. This means you can send your custom documents or uploaded items directly from the Saved Documents into the postbag. If you click actions to the right hand side of the document, you will see these options:

Choosing this option will allow you to add content to the email body and review it before sending.