Download page Adding the Email Agreement(s) Document(s) Button in Classic.
Adding the Email Agreement(s) Document(s) Button in Classic
You can configure the Email Agreement(s) Document(s) button in Classic to email multiple documents of multiple agreements to selected contacts or to a user group.
To configure the Email Agreement(s) Document(s) button
Go to Setup > Build > Create > Objects > Agreement
Under the Search Layouts section, click the Edit link before the Agreements List View layout. This displays the Edit Search Layout page.
Under the Custom Buttons section, in the Available Buttons column, select Email Agreement(s) Document(s).
Click the Add icon. This displays Email Agreement(s) Document(s) in the Selected Buttons column.
Click Save. This adds the Email Agreement(s) Document(s) button on the Agreements List page.