How to send documents to clients

Accessing Document Center

Open the Document Center by going to the client’s profile in ProClient CRM. You can do that by clicking on the client’s name in Documents For Review.

You can also get there by clicking on the client’s name in the Clients list view.

Document Center Functions

You will see a list of the documents available on the client account. Each listing shows the Title, Document, Share Status, and Action function.

Clicking on the Action function will open a selection menu with these options: Tags, Email, Download, Share/Unshare Document, Upload New Version, and Delete.

Composing Email

Select the “Email” option. This opens a “Compose Email” pop-window. You can compose and send an email message to the client.

Email Attachment

The selected document will be automatically attached to the email. You can also attach additional files that are available on the client account. And you can attach a document from your computer or device.

Adding Recipients

The “Compose Email” window is automatically addressed to the client. You can click on the “Add recipients” button to also send the message to other email addresses. You can only add recipients who have existing profiles in your ProClient system.

Editing Subject and Sender

You can edit the Subject of the email and change the sender of the email message. You can open a dropdown menu to choose a different sender.

Once everything is in order, click on “Send” to send the email to the intended recipient.

Emailing Multiple Documents as Attachments

You can attach multiple documents to one email from the Document Center.

1. Click on the checkbox beside each document listing.
   
   
   
2. Click on the icon to the right of the “Add Documents” button. The available actions include Tag, Email, Download, and Delete.
   
   
   
3. Click on “Email” to open the “Compose Email” pop-window. The selected documents will be attached to the email message.