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Email a Document
Use the Documentation panel to email a document that's associated to an account.
To email a document
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With an account displayed in the Work Form, do one of the following:
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Click the View Scanned Images or Documents icon.
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From the Info menu, click Documentation.
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At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Documentation.
The Documentation panel appears.
Note: To sort the list of documents, click a column heading.
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In the data grid, click the document and in the Documentation toolbar, click Email. The document appears as an attachment in a new email message.
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Provide an email address and then send the email.