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 your mailbox.

To send a PDF copy of a BP form using Mailbox

  1. Open your inbox.
  2. Double-click a mail item that is linked to the business process record you want to send.

    If it is linked to a business process record, you will see a caption under the subject line that reads, This mail and any future replies are linked to business process records.

  3. Click the business process records link to open the Linked Business Process Records window.
  4. Double-click a record to open.
  5. Click the Menu Options ( ) in the corner, and select Email as Attachment. The message window will open with a PDF file of the business process record attached below the subject line.
  6. Complete the message and send.

Last Published Monday, August 28, 2023