Step 1: In Your Transaction Report or Listing Kit, scroll down to the EDM section and Select «Email».
Step 2: Check the recipients from the Participants List.
Step 3: Select which documents to send as an Attachment or Internet Link in the email.
You can Press on the View button to open Documents before you select them.
Attachement: The email will have an attached file that your client will download to access it.
Internet link: The client will access the document via his web browser, without downoading it first.
Step 4: Click on «Next» on the Top Left of the screen to continue.
Step 5: Adjust the parameters of your email, if necessary.
You can modify:
Which Address is sending the email
Recipients
CC, Bcc
Email Subject
Step 6: Modify the Message in the Email, if necessary.
Step 7: Select «Send And Close» on top of the screen to send your Email and close the page.
Congratulations, you sent an email!