Documents, Send Document, Document
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To send a document from within an Account, click on 'Send Document' which is found within the 'Communication' section.

Documents, Send Document, Document

Select the Document to create

Select a Document from the list of available Documents. This list is built from Documents that have been ticked as Available in the relevant area:

Document TypeControlling Form
Client DocumentsTicked as available in the relevant Client Group, Documents page
Account DocumentsTicked as available in the relevant Account Type, Documents page
Account Application DocumentsTicked as available in the relevant Account Application Type, Documents page
Topic last updated on 22/11/2021 4:17PM Document.Send.Document