Embedded Files
SendPage is a transaction level action allowing you to email the document page to another CORE user to approve or review. To use the Send Page action, follow the steps below:
1. Open the Transaction you want to email to other user.
2. Click the 3-dot menu in the top right side of the screen.
3. Manually enter the recipient's Email Address in the To field, or click the search box icon to the right to use the search function.
4. Enter your desired Subject in the Subject field.
5. Enter a description and/or message in the Message field.
6. If the search function is used
Enter User ID, Email Address, Last Name, or First Name in the Search To Page
Click Search
Highlight the user to send
Click OK.
7. More recipients can be entered by repeating the search function or manually entering an Email address into the cc field.
8. Click Send Message.
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