How to send documents to contacts/ clients?
You can directly send documents to a client at any stage in the process, which is perfect for sharing important documents like the Terms of Business.
To send a document to the contact, navigate to Actions either by selecting the contact in the contact table or by clicking the Actions button within the profile. Then, select 'Send document'.
🔥PRO TIP: You have the option to edit the document name before sending it out!
When you click 'Send Document,' you can configure the email options, choose 'Send Vincere email only,' select your preferred email template, set up the document, and then click Send.
For more details, please refer to the video below for visual guidance:
You can configure the email template in Settings > Email Templates > Template Number 18.1.
Where can I find my documents after I've sent them?
When using Vincere email to send a document to a client, you can find the email in the emails tab of the contact and the company.
🔥 PRO TIP: You can create different templates using our Document Builder. For more information click HERE