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Status Potential for future consideration
Created by Guest
Created on Jul 19, 2022

The To Complete Folder: emailing after sorting

It would be helpful if the pop-up with the document ID was a link you could copy and paste into and email. The process sometimes is done by the AM sometimes the Bookkeeper. A concern is that if a Bookkeeper does it then the AM doesn't get notified for important correspondence. It woudl be great to make it easy to forward a document that has been categorized. A link we can copy and reply to an email chain would be great rather than a separate email directly from AgilLink.

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Currently if I have a question regarding a doc in this file, I need to download it and then email it. Would like the option to email from here.
about 2 years ago in  0 Potential for future consideration