We’re excited to share some updates that will streamline how you send documents! These enhancements will not only save you time but also make sure everything looks just right before it goes out.
📌 Why This Matters
In today’s fast-paced business environment, clear and efficient communication is key. These updates will help ensure that you never miss a chance to make a great impression with your emails and documents.
✨ What’s New
- Edit Icon: The Edit icon is now always visible on the document send modal screen. This way, you’ll always know where to click if you want to tweak the email before sending it out.
- Email Template Dropdown: You can now conveniently choose the exact email template you want to use before sending any document.


🛠️ How to Use It
- Step 1: Go to the document send modal where you compose your message.
- Step 2: Use the always-visible Edit icon to make any changes and select your preferred email template from the dropdown before sending.
💡 Pro Tip
Always preview your emails with the Edit option to ensure your message is clear and professional!