There are two options for transmitting your document from UniPhi:
Send as an Attachment
UniPhi automatically determines how to handle the email attachment format. If a recipient has a UniPhi licence then the email will contain, the body of the email and a link to the UniPhi system View Document screen.
External Email Addresses will automatically trigger UniPhi to not include a link to the UniPhi document replacing it with a PDF formatted attachment. The basis of this being that the external user cannot access UniPhi to view the document. If any of the recipient email addresses are external then ALL recipients will get a PDF attachment.
Send as Embedded Text
UniPhi turns the contents of the document into the body text of the email. This text is still editable in the mail editing view.
Document Sent Records
Document Module: For traceability and record keeping, UniPhi maintains a record of the date that a document was sent.
Contracts Module: For other areas in UniPhi the Date Sent option is presented as an editable field.
For Example: The Contract Details view in a Progress Claim Register card. In this case selecting the Date Sent, from the Calendar icon or manually typing the sent date and Selecting the Save icon in the upper left corner will record the manual entry.
The Sent Date is included in any document reports that detail the transmittal records.
Recording Sent Date when Emailing a Document is not required as UniPhi automatically records the date and time of the outbound email in the transmittal records. If a document is sent multiple times the most recent sent date is displayed.
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