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How To: Email or Download Documents from a Record

We've made it much easier to email any resume or document in Crelate--as long as you have our an active Email Connection (click here for a video on setting up your email connection) The steps for completing this are below:

1. Navigate to any contact record in the database

2. Click on "Documents," then Click on "Resume," and then Click on "Send to..." The "Download" option will also live here if you do wish to download that document.

3. The "Send Email" Window will pop up - Enter all the relevant Information (Regarding, Subject, To, and Email Text) - then Click "Send". 

 

 

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