Send contract document via E-mail during the sales tool process

In this article, you will learn how to ensure the “Send Document per E-mail”-button is activated at the end of the sales tool process. 

• Introduction
• Notification Rules Configuration
• Activating the “Send Document per E-mail” Button

Fast lane

1. Navigate to Communication / Administration / Notification rules.
2. Ensure the notification rule for the event New member is active, and the notification type is email.
3. Set the rule to either automatic dispatch without confirmation or confirmation before dispatch.

Notification Rules Configuration

The functionality of the Send Document per E-mail button depends on the notification rules you have set up. These rules determine whether the document is sent automatically or requires confirmation before dispatch.

Activating the “Send Document per E-mail” Button

1. Navigate to Communication / Administration / Notification rules: Access the settings for the notification rules regarding the event New member.
2. Click on the three-dot-menu (⁝) and activate the notification rule if deactivated.
3. Click on the three-dot-menu (⁝) and click on edit notification rule. Ensure that the notification rules are set to communication via email.
4. Set the appropriate rule:

• • For the button to be visible, set the rule to confirmation before dispatch.
  • For automatic dispatch (no button visible), set the rule to automatic dispatch without confirmation.
  • Note: If the notification rule is deactivated, the button is visible and shown in grey but without function — activate the rule to make it work, depending on the settings above.

Ensure that the email template for new members includes the contract document as an attachment (Communication / Administration / Template / edit template content).

By following these steps, you can control the activation of the Send Document per E-mail button according to your preferences and ensure a smooth process for sending contract documents via email.