How to Send a Document

1.        Click the Send button on the left-hand side of the screen.

2.        Click ‘Standard send’.

3.        Select the Template(s) you would like to use.

4.        Fill in the Document details and Recipient details for each template.

5.        Click ‘Send’ to send the Document.

If you are having trouble sending the document, click the yellow “To-Do List” button on the top right of the page to see a list of all the steps that still need to be carried out.