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Send an email from a document

Where: Approval → open a document → envelope icon (top-right of the document area)

  1. Click the envelope icon to open the Send email dialog.
  2. Click the Recipient dropdown and select a saved contact, or type a new email address directly.
    • If the supplier has an email address recorded in master data, it is pre-filled.
    • To save a newly typed address for future use, tick Remember email.
  3. Fill in the Subject field.
  4. Type your message in the Message field. The right half of the dialog shows a live preview of exactly what the recipient will see.
  5. Click Send email.

The document PDF is attached automatically. After sending, the envelope icon turns green and the send is logged in the document’s activity history with the recipient, subject, and timestamp.

Related: View emails sent on a document · Mention a colleague in a note · When to use notes, email, or other actions