Step 6: Send and track the email
- Once the communication is ready, click the Sendbutton on the PM Send Documents form.
- A separate status window will display for each unique set of project documents that are being generated. You can continue working in Vista while the emails are being generated and sent.
- Once the emails are sent, use the Distribution Audit () feature on the source record to view the communication history.
Use the Distribution Audit () feature to view:
- Optional: Use the email integration feature to track the project emails. More