Email, notifications and SMS · Guide 587 of 624
Email a document
Send any RockifyERP document by email with the PDF attached, straight from the document.
How to do it in RockifyERP
- Open the submitted document.
- Open the ⋯ menu and choose Email.
- Check the recipients, subject and message, or choose a template.
- Click Send. The email is saved in the document’s activity.
Tip: Tick Send me a copy if you want proof of sending.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.