Related Questions:
Share a Document with a Client
Share a contract with a third party
Share my BEO
Can I sent a Document to an Account?
Generating contracts for IBT (individual business travel) clients
Environment:
Event Temple Web App
Procedure:
Documents can only be shared from a Booking. To share a Document with an Account or Contact, either create a New Booking, or choose an Existing Booking to send a Document from.
To share a Document, such as a contract that may not have an associated Booking, a 'fake' Booking can be made, linking the relevant Account.
The following actions can be taken from the Document edit screen:
From the edit screen select Share
Compose the message and subject as desired
When ready, click Send at the bottom of the email box
