Send Documents - Multi-select/Send All

This feature enhances the “Send Documents” action, allowing you to select multiple documents or all the documents (both standard and additional) for an object and send all the selected documents to the “Send Documents To” recipient.

The example below demonstrates the process.  The initiation of the “Send Documents” action and the selection of documents to send have not changed.

Send Documents Action

In the next step select Documents from the drop down and then Next.

Select Documents

Now, in the step to select the object's documents (Standard and/or Additional) you have the option to select multiple documents, or you can select all the documents for either your standard documents or additional documents. 

Documents Selection

In the example below, all the documents for the object have been selected to send.

Select All - Standard and Additional Documents

After selecting the documents and choosing the “Send Documents” option, the final step, as before, requires providing the “Send To” information.

Send Documents To

This enhancement reduces the number of steps required to send multiple documents from an object.

Steps to Enable

You don't need to do anything to enable this feature.