How do I email a document from Saved Documents in agentOS?
To email a document from Saved Documents, open the relevant record in agentOS, go to Saved Documents, click the Actions button next to the document, and select Email Document.
agentOS allows you to email custom documents or uploaded files directly from the Saved Documents section of a person or property record. When emailing from a person's record, the email address is pre-filled automatically.
Step 1: Open the record
Use the quick search bar to search for the relevant person (e.g., tenant, landlord, or applicant) by name, or search for the property by address. Open the record from the search results.
Step 2: Go to Saved Documents
Within the record, navigate to the Saved Documents section. This can be found in the left-hand panel of the profile.
Step 3: Email the document
Click the Actions button to the right of the document you wish to send. Select Email Document from the dropdown.
An email editor window will open with the recipient's email address pre-filled. You can:
- Review or amend the Subject line
- Add or edit the Message body
- Add further Attachments if needed
- Check the Auto CC 2nd Email Addresses toggle as required
Once you are happy with the email, click Email Document in the bottom right to send. The email will be sent via the Postbag and logged against the record.
If you need assistance with Saved Documents or emailing from records, contact support@agentos.com.