Send the Project Document

Once you have generated and edited your project document, you can send the document to selected contacts.

  1. If you selected the Attach document to parent option on the PM Create Document From Template form when generating the document, follow the steps below:
    1. Open the record that was used to generate the project document (for example, open an RFI using the PM Request for Information form).
    2. Click on the icon in the toolbar at the top of the form and select Send Document.
      The PM Send Documents form displays.
    3. Open the Documents tab.
    4. From the Document Source drop-down, select Attachment.
    5. From the Document drop-down, select the generated project document.
    6. Open the Message tab and complete the email information.
    7. If you want to view the generated document as a PDF, click View Document.
      The PDF is the document that will be included in the email. Clicking View Document generates all of the documents on the Documents tab and all of the attachments selected on the Attachments tab.
    8. Click Send.
      For detailed information about the Send Document option, see About Sending Documents.
  2. If you selected the Save generated document option in PM Create Document From Template when generating the project document, follow the steps below:
    1. Open the record that was used to generate the project document (for example, open an RFI using the PM Request for Information form).
    2. Click on the icon in the toolbar at the top of the form and select Send Document.
      The PM Send Documents form displays.
    3. Open the Documents tab.
    4. From the Document Source drop-down, select Generated.
    5. Click the icon and locate the generated project document on your workstation
    6. If you want to view the generated document as a PDF, click View Document.
      The PDF is the document that will be included in the email. Clicking View Document generates all of the documents on the Documents tab and all of the attachments selected on the Attachments tab.
    7. Open the Message tab and complete the email information.
    8. Click Send.
      For detailed information about the Send Document option, see About Sending Documents.