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Overview
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The Emailing Documents Feature will allow the user to email any case documents to a specific email address. |
Sending Documents
When on a case that has documents attached to it, those documents can be easily emailed to contacts on the case or other third party recipients using this feature.
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This feature, if enabled, if is controlled by permissions. If you are unable to find the “Email Documents” option in the Select Action… menu, please contact support to request permissions. |
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