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How to send an email from BoldTrail BackOffice
How to send an email from BoldTrail BackOffice
Updated over 6 months ago

After a document has been fully executed and signed, you can send the document or documents to the co-op side. You can email your agents using either the Checklists or Documents > Unsorted section if you do not want to attach any document. In that email, you can tell them what is missing and/or needs correction.

Within the section, select the required document and click the Email button from the right-hand side menu and fill the form.

You can add/remove documents from the email as well as add/remove recipients. In case you need to attach a template please hit the Use template link.

If you would like to send an email from the Users & Contacts tab please hit the Action button and select Send email.

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