Document Product Modules

This document provides you with instructions on how to send out documents/attachments to your organizational/group contacts:

1. To create a new document to be emailed:
   1. Click on the ‘New’
   2. Select ‘Document/Product’ and then ‘Document’.
      
2. Enter in the following:
   1. Name and Keywords for the document. The Keywords are not required but may help with searching for documents at a later date
   2. Click on the dots to add attach the document
   3. Select the document from your folder and click ‘Open’.
   4. Save and Close
      
3. To review/edit an existing document:
   1. Open the ‘Document/Product Management’ module.
   2. Enter your search criteria.
   3. Click ‘Search’.
   4. Double click on the document to open/edit.
      
4. To email your document to your contact group:
   1. Click on ‘New’.
   2. Select ‘Document/Product package.
      
5. Complete the following prior to emailing the document:
   1. Enter the name of the Product package.
   2. Enter the ‘Cover Letter’ This will be the text in your email.
      
6. My Contacts:
   1. Click on the ‘Material’ tab.
   2. Click on ‘Add’.
   3. Click on the ‘Document/Product’ to be emailed
   4. Click ‘Ok’ to confirm your selection
      
7. To Email the Product Package:
   1. Click on the ‘Send Package’ button.
   2. Click on ‘Next’.
      
8. To Email the Product Package to a Contact Group:
   1. Click on the ‘Import Group Contact’ button.
   2. Select the ‘Distribution Group’.
   3. Click ‘OK’ to confirm your selection.
      
9. To Email the Product Package to a Contact Group:
   1. Modify your ‘From’ email and ‘Subject’ if necessary.
   2. Make any final changes to your email
   3. Click ‘Send’ to email your contacts