Use this dialog box to email Contract Management forms to contacts in PDF format.

Notes:

• To email documents, your email address must be in the User Information section of the User Account – Edit Window window in the Contract Management Administration Application.
• When you enter an email address for a user in the Contact Dialog Box, Contract Management automatically enters the email address for that user in the Select Contact Dialog Box.
• For users that have the Add Mail to Sent Log option selected in the User Settings Dialog Box, a document is sent to their Correspondence Sent Log Window when this feature is used. If the Add Mail to Sent Log for Each Recipient option is also selected, a row will be added to the Correspondence Sent log for each email recipient.

To

Click To to open the Select Contact dialog box to choose the recipient of the email. Contract Management copies the contact's name and email address.

Subject

A brief description of the item.

Remarks

Additional comments or instructions.

Include Attachments

Select this option to send files that are attached to the document along with the document. This option is not available for reports.

OK

Click to send the message in PDF format.

How to access this dialog box:

From a document window, choose Select an action, choose E-Mail Form.

Or

Click Print on the right side of the header to open the Print Dialog Box and click E-Mail.

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