How do I send a document?
In this guide I will show you how to send any kind of document through email.
1st In the dashboard, select any Order/Quotation/Purchase order overview and search to find the document that you’re looking to send.
2nd: Once you’ve found the relevant file, highlight it, and then on the left-hand side click the button that says “Print” or “Print other documents” under the “Print” tab.
3rd: Once it loads up, you can press a little envelope button at the top of the preview and this should let you save the file in your local drive, so you can then load the document as an attachment in outlook for you to send.