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
- 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.
