Basics: Emailing Supplier Documents

Adam Klug
Adam Klug
  • Updated

If for whatever reason you need to email a copy of the supplier documents, you can do this quite easily from the dashboard! Below out lines the steps to take to do so. 

  1. Click Suppliers Suppliers Supplier Name to view and/or update details for an existing supplier 

  2. Click the documents tab to view a list of documents for that supplier 

  3. Click on the three dots in the far right column and select "email attachment"

  4. You will see a popup email window 

  5. Enter one or more email addresses to the To box with a comma in between each email address if more than one

  6. Enter in an email subject line and message to send with the attached document

  7. Click the Send Button when you're ready to send the email


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