How to send a document in an email directly from the Documents app?

Apptivo’s Documents app allows you to add and store your business document securely. It allows you to add the documents and share them with any employee or a team without any hassle.

Steps to Send

• Login and access the Documents app from Collaboration.

• You can view the list of documents added under various applications.
• Select the document which you want to share by clicking on the checkbox.

• By selecting the document, the email button will come to view. Click on the Email button.

• The Send Email pop-up will appear with the selected document as the attachment.
• Enter the recipient’s email address and subject line for the email.

• Enter the email message and click on the Send button.

• You will receive a notification once the email is sent.

• The recipient will receive an email with the document added as an attachment.