When we select any user in recipient section before we save and Send any document, those recipient get the document as attachment through mail.

You have option to edit some of the details in mail before sending it to counter-party.

Changes that you can make in Email is:

  1. Subject

  2. Introduction Line

  3. Closing Line

You cannot edit the sender email address , all the emails route through Tranzact.

To make any of the above changes in Email, Follow below steps:

[A] while creating any document, In recipient section. Click on "Email Preview" button.

[B] Once you click on email preview button, you will a page with all the necessary details of email as shown below.

[C] You have option to edit "Subject", "Introduction Line", and "Closing Line". Make the desired changes and then click on OK button.

Keywords: Edit email, Email preview

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