Email documents from a Transaction

 

After you select the desired Transaction from the TransactionDesk dashboard, go to the menu on the right side of the screen and click Documents:

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Go through the list of documents that are attached to this transaction, locate the document you want to email and click the More Options 2021-08-25_12-00-51.jpg icon:

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Click Send:

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Select Email:

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Fill out the email form and click Send:

 

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You can send the document as either a link or an attachment.

 

 

 

 

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