Actions Menu; Send Documents, in the TS4 Mobile App

Actions Menu; Send Documents, in the TS4 Mobile App

HOW TO ACCESS IT?

 



When you are in the call card, in the actions menu, press the “SEND” button. The window below will appear.    



 




Enter the recipients -> In the “Send to” field, enter the email(s) of the people to whom you want to send the documents.

Select the document type -> In the field directly below, choose from the drop-down list of documents configured in your TowSoft system, the one you wish to send. Only one type of document can be sent at a time.

Add photos -> If you have photos related to the call, you can check the circle to their right, in this window, and that will attach them with the document.  


Press “CONFIRM” to send everything.

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