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Email contracts

Greg H. shared this question 7 years ago
Answered

I have noticed the email option on contracts not has a green section that shows up when you click email a contract to a client. We still also have the send button beside the email address like in the past.


Which one do we use? Does it matter?

What is the significance of the green highlight?

Files: Doc1.pdf

Comments (5)

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The same section is used to email out contracts and invoices. The green highlight is used to differentiate what document you are currently emailing at the time.

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I got that part.. what i mean is


Bring up contract

then click on email button at the bottom

it opens the email screen

then you have 2 places to click email

one is near the top in the green highlighted area and then

beside the email address you have a send


which do we use?

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The email button is just to bring up the email form below. The send button is the only way to send.

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well then maybe the email button should be removed once you click it and it populates the top section .


my girls was hitting the email button again on the top thinking it was sending when in fact it wasnt...

might be a confusing to others too

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I agree this needs improved. Thanks.

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