Preview and send a customer document
Choose the correct customer, property, template, attachment, and recipient before delivery.
Before you start
- •Verified customer and recipient
- •Correct document or template
You will finish with
- •The intended recipient receives the previewed document and delivery history is recorded.
Safety and data checks
- • Customer-facing email can expose another customer’s information if selection is wrong.
Complete the task
- 1Select
Start a document send
Open Documents & Email and choose the one-off compose or send workflow rather than editing a reusable template.
- 2Enter information
Select customer and property
Use the search-driven picker, verify identity and address, and choose the exact property whose data may appear in the document.
- 3Choose an option
Choose template and attachments
Select the correct approved template or document and include only attachments that belong to this customer and purpose.
- 4Select
Preview the rendered message
Read subject, body, merge fields, branding, dates, customer and property data, links, and every attachment.
- 5Enter information
Verify every recipient
Compare To, CC, and BCC with configured customer details and remove stale, internal, or unrelated addresses.
- 6Verify
Stop at final Send
Send only after a final human review of recipient, document, message, and attachments; then verify delivery history.
The next confirmation sends customer email.
If something does not look right
The expected button or field is not visible.
Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.