Once your documents have been created, and reviewed, you may also be required to send them via email. UniPhi has a document email functionality, which is designed to allow for doucments to be shared, regardeless of your recipeint having a UniPhi licence or not. The functionality also stores a record of your transmittals, which is a useful feature when anyone needs to know what was sent, to whom, and when.
Documents are emailed from UniPhi via the document toolbar. By simply opening your UniPhi document and selecting the Email icon.
If you have just edited a document, you can email from the Finish step after selecting the Email icon.
Selecting the Email option presents the UniPhi Email screen. A list of email addresses and resource will appear. The resources displayed in this list are typically the Team List, which as its name suggests, are those resources associated with the project that your document has been generated from.
The View option in the upper right corner allows for selecting 3 different views of the contact email details.
The View list options are:
· Team List: All resources associated with the project.
· Project Roles: All resources associated with the project grouped by Role.
· Global Roles: All Resources from all projects in UniPhi grouped by Role.
The default list will be set within the document template but all three options are always available.
If an email address has not been entered via the Resources module, the contact will have <> next to their name instead of an email address and will be greyed out so they cannot be selected.
You may also add recipients to the CC: and BCC: fields by selecting the blue CC: or BCC: headers.
Any intended recipient that does not appear can be manually added in the TO: CC: or BCC: fields.
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