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you You can send documents as e-mails through the NexOne Agent Aplicationplatform. |
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Pick Your client.
2. Select your transaction.
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The email address displayed in the FROM field cannot be modified from the email section. You can modify it by changing the email linked to your account in your profile section.
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5. You can type in your client´s client's email field.
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6. Also Or you can select it from your contact list.
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9. Fill the Message field with any details and information required.
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10. Drag and drop Documents as you need from the Transaction Document List to the Documents for Signing List.
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11. Now you can sed send your Email.