4.1.8. Send a SharePortals Document to a Contact

To send SharePortals documents to a contact or company you navigate to the relevant record and click on Email in the Record Content panel, then select Compose. Supply an email address and subject line. Below the Body section you will find an Add Attachments link. Click on it. The below screen will pop up:

There are 3 options to add a document to a SharePortals email:

1. Local – Upload from your local computer drive
2. Record Type – Attach any documents that are saved against the current record
3. Find an existing record to relate to – Search all SharePortals records and attach their documents