Send an e-mail with a document PDF file attached

  1. Open the View Customer Document Logs screen.
  2. In the Company field, click to select one or more companies for which you want to view documents. If no companies are selected, all companies appear in the list.
  3. In the Customer field, click to select one or more customers for which you want to view documents. If no customers are selected, all customers appear in the list.
  4. Click Retrieve.
  5. In the Select column, select the checkbox for each document PDF file you want to send in an e-mail. If you select multiple documents, all selected document PDF files are attached to a single e-mail.
  6. Click E-mail.