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