Send a PDF copy of a BP form via Mailbox

You can create and send a PDF copy of a business process record directly from Mailbox.

To send a PDF copy of a BP form using Mailbox

  1. Open the business process form in View mode.
  2. From the File menu, click Send Mailbox. The Mailbox window opens. A PDF copy of the form is automatically attached.
  3. Complete the Mailbox form and send.


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Last Published Monday, April 11, 2022