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How to Send Items in Email

This feature will allow users to send onboarding documents and forms to contacts.

Users can also upload a file from their drive to be sent to contacts.

How to:

- go to Self Service Project

- click inline and tick the documents/forms you want to send

-  Fill the receiver (Contact / 3rd Party Saved / 3rd Party

- Use a message template if desired

- Make the template public (optional)

- put a subject

- put your message

- at the bottom, user has an option to upload a file from computer

- click Send to send the email