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How to e-mail or fax documents
KBA-01383
Sending faxes and e-mails directly from RELAY® has been improved to allow autopoulation of your contact's e-mail address and fax number. Any fax or e-mail sent from RELAY® is also logged in the transactions history providing thorough and automatic communication auditing.
Follow the steps below:
Step 1:
Log into your RELAY® site, and click on the transaction that contains the document you wish to e-mail or fax:
Step 2:
Click on the Documents tab:
Step 3:
Place a check mark next to the document(s) you wish to send, and click on the Send button:
Step 4:
You will now be presented with 3 options:
- Send via E-Mail (as links)
This will send the document(s) as clickable links within the body of the e-mail. This option is for Transaction Contacts only.
- Send via E-Mail (as attachments)
This will send the document(s) as attachments within the e-mail. This option can be used for everyone.
- Send via fax
This will send the document as a fax. This option can be used for everyone.
Choose which option you wish to use:
Step 5:
If either of the two e-mail options are selected, you may type the e-mail address in manually, or click on To. This will bring up your contact list:
Select a contact from your contact list. If an e-mail address was entered into the contact's information, you can just click the contact and the e-mail address will auto populate into the To field. Click on the Send button to send the e-mail. If an e-mail address is not in the contact's information, that contact will be greyed out:
If the fax option is selected, you may type in the fax number manually, or click on Fax Number. This will bring up your contact list:
Select a contact from your contact list. If a fax number was entered into the contact's information, you can just click the contact and the fax number will auto populate into the Fax Number field. Click on the Send button to send the fax. If a fax number is not in the contact's information, that contact will be greyed out:
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