Email/Forward Documents to Docs Management

Be sure to scroll down and watch the video!

This software creates a unique email address for every one of your transactions.  You can email/forward documents (attached files) you have scanned or received directly, to the Docs Management folder associated with that transaction.

Within moments, documents will upload into the client`s Detailed Transaction Docs Management folder.

NOTE: As the agent, you will receive an email notification when these documents have been successfully uploaded. This email has a hyper link for every document so you can open the docs from this email.

Steps to Find this Feature:

1. Click into a specific Detailed Transaction
2. On the Detailed Dashboard click on Email Documents to Docs Management link
3. A pop-up window will display with the Email Address in BOLD Green. This is the TO: field email address created specifically for this transaction
4. Copy this Green address
5. Open your email software and paste this Email Address into the TO: field of the email. DO NOT modify it

OR

Microsoft Outlook - Mail Program:

1. Click on the orange Outlook Email Documents link
2. Your Outlook Email will open to a new email screen
3. Attach documents and send the email

NOTE: When you click on the link above, you might see a message window saying, "could not perform this operation because the default mail client is not properly installed". Then you need to do the following: Click on Start | Default programs | Set default programs to Outlook or any other mail program you might use.

Benefits:

1. In the Docs Management Folder each document will indicate who emailed the documents
2. The upload speed has increased tremendously. Now when you send docs, they will get uploaded right away.
3. You can send an unlimited number of docs with a max of 50Mb per email

video:2017nj
lang:2021cs
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