About Sending Documents

Use the Create and Send () Send Document option to generate a project document and email it to a list of contacts.

This diagram outlines the process. Click on a step in the diagram for more detailed information.

If you need to edit the generated document before it is sent, use the Create Document From Template option. More



If you are using Microsoft Word documents with IF statements, do the following to ensure your Conditional Statements are properly merged into PDF:

  1. Select Options from the File pull-down menu.

  2. Click Display.

  3. Under Printing Options, select the following: Update fields before printing and Update linked data before printing.

  4. Click OK.