Skip to main content

How to email a document to your transaction

Updated over a year ago

In BoldTrail BackOffice, you can email a document directly to your transaction. Follow the steps below in order to do so:

  1. Within the needed transaction, select add via email from the left menu

  2. Click Copy to clipboard

  3. Use the copied email to receive any documents

All emailed documents will appear in the Unsorted folder.

Did this answer your question?