How to email or fax documents from your transaction
How to e-mail or fax documents from your transaction
From your relay® transaction you can e-mail or fax documents directly to your recipients. Any fax or e-mail sent from relay® is logged in the transaction history, providing thorough and automatic communication auditing.
Step 1.
Open the transaction and click on the Documents tab.
Step 2:
Use the check boxes next to the document names to choose which documents you wish to send.
Step 3:
From the "With Selected" menu choose Send.
Step 4:
Choose the method that you wish to use to send the documents.
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.
Step 5:
Enter the e-mail address (or fax number) that you wish to send the documents to. You can also add an optional message to the recipient.
If you are faxing the document you can also choose to receive a delivery confirmation of the fax using the available check box:
