Step 6: Send and track the email
- Once the communication is ready, click the Send button 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. This feature has not been integrated with the enhanced Create and Send. More