To email a document make sure your regular email client is open. You’ll want a PDF copy of your document so first you’ll need to create one:

For Orders:

1. Open the order you’d like to send.
2. Click the Preview button and choose Export from the list.
3. You will see Export is now visible in the toolbar. Click the Export button and choose your document from the available list.
4. Choose where you’d like to save the PDF file and click Save.
5. Open your email client and attach the file you just created.

For Reports:

1. Pull the report you’d like to send.
2. Click the Export button and choose what type of file you’d like to save (we recommend PDF).
3. Choose where you’d like to save the PDF file and click Save.
4. Open your email client and attach the file you just created.

Still unsure, or looking for more info?

Have a look at our tutorial video on Emailing Invoices for a closer look.