Open Documents & Email
Send documents and manage branded customer templates.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Documents & Email is for and choose the correct next action.
Safety and data checks
- • Preview every customer-facing document and recipient list before Send; this orientation stops before delivery.
Complete the task
- 1Navigate
Open Open Documents & Email
Use the Hub navigation to open Open Documents & Email. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Documents & Email is open and its page heading is visible.
- 2Review
Understand what belongs here
Documents & Email combines controlled document sending with reusable branded email and document templates. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm whether the job is a one-off send, template change, bulk campaign, or delivery-history review. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Select the verified customer and property, choose the correct template or document, preview, and review recipients. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Preview every customer-facing document and recipient list before Send; this orientation stops before delivery. This orientation ends before any irreversible or customer-facing submission.
Preview every customer-facing document and recipient list before Send; this orientation stops before delivery.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.