Emailing a document

You can attach a document to your drafted email for the customer.

From the Final Documents list, click beside a document. The icon rotates to show that it has been selected: . To remove the document from the email, click it again.

1. Click "Send Message" at the top of the page to open the email template as shown. The icon indicates how many attachments have been added.
2. The customer's email address will be populated or it can be added manually.

Note: Entering an email address here does not save it for future use in the wiADVISOR applications.

3. The attached documents are listed.
4. Enter a subject and your message text then click "Send".

 

An example of an email from Service Dashboard is shown below: