Email a form from an Instanet transaction

If you have a transaction set up in Instanet and want to email a form(s) from it, open the transaction and click on the desired form from within the Forms section (on right side of screen):

Once the form is open, go up to the top and click File> Send> Email:

email_form.jpg

At that point, it will open a list of all of the forms associated with that transaction:

Use the circle on the right to select the form(s) you would like to email.  You can send one, or multiple forms at the same time.

When the Email window opens, you can enter your recipient's email address, a subject and message, and then choose to send the form(s) as a link or an attachment:

You can also allow editing of the included forms, if necessary.

Click the blue Send button when you are done.

 

 

 

 

 

 

 

 

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