Send a Document to a User’s Inbox

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When you send a document to another user, it is equivalent to handing someone a document and asking them to review it. For example, you may want Steve Johnson, the project manager, to review the daily report you just entered for the day. To do this, send the document to Steve's inbox. You are putting a link to the document in the contact's Inbox object. When that contact opens the document from their inbox, they are opening the actual document.

To send a document to a local user:

1. Open the document that you want to send.
2. Choose Send to Inbox from the Select an action drop-down list. The Send to Inbox Dialog Box opens.
3. Select the recipient from the Send to field.
4. Select the priority.
5. Enter any comments you want attached to the document in the Comment field.

   Note: Any comments you enter will appear as a sticky note icon in the user’s inbox.

6. Click Send to send the document.