When you log-in to the document portal, a new ‘Email documents’ button appears prominently at the top of the page. The function then allows users to add the relevant email address, write a message and select the required documents from the list of those available.
Once finished, simply click ‘Email documents’ and the documents will be sent to the email address that was input. It is worth bearing in mind – especially if sending documents directly to customers – that the email generated uses a Home & Legacy template.
