How to send a document by email?

Sending an AGIR document by email is simple and easy.

 TIP  This feature is useful for sending documents to non-AGIR users (ex: Clients, suppliers). The notification feature is recommended for sending documents to AGIR users. When documents are sent through the notification feature, the document is sent by a link. This way there's no different versions of the same document (thus avoiding uncontrolled copies). The notification feature is explained here.

To do so, pay attention to the steps below: 

1. Go to the My Documents module.

2. Search for the document you want to send by email, and open the Document.

3. On the left side menu, select Send Document.

4. Simply fill in the email address fields and make the necessary email subject/text changes if needed. You may add some attachments as well.

Then, click on Send and the email will be sent.