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If the documents are approved and the project will be closed, change the status to Approved/Closed, etc.
Email to Contacts
Select Email to Contacts to open the option to open the Email form.
- If a Primary Contact exists in the project, that individual's email address will be placed in the TO field.
- You may add other valid email addresses and edit the body of the email, as necessary.
- In the template shown below, the email will include a link to download the deliverable package as a ZIP file.
- Select the SEND button to queue the email for delivery during the next send interval as configured in Settings/Configuration/Email page.
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