This feature is different than our Policyholder Link tool which allows you to send documents away for e-signature. The function described in this help article is for emailing a copy of a report or signed form to a recipient.
For this, follow the steps below.
- From the Documents section, click the ✉️ envelope icon next to the document you want to send.
- Enter the email address(es) of your recipient(s).
- Enter a custom subject line and message if desired.
- Click Send.
The email will be sent from documents@encircleapp.com and the recipient will see the email as coming from “[Company Name] (via Encircle)". You will be also be copied on the message, under the email address you're signed into Encircle with. Any replies will go to you.
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