Sharing Documents By Email
After you have selected a document to open (on the Docs screen), the document will merge. This means that the relevant information in your RealtiWeb file has been put into the document.
Across the top of the merged document, you will see Save, Save As, Print, Print Preview, Share, PDF, and MS Word. This article focuses on the Share option. Check out this article for information about the PDF and MS Word options and this article about posting documents on RealtiWeb.
Emailing Documents
If you click on Share or hover over the word and select Email docs (from the dropdown menu), you will begin emailing the merged document(s).
Setting up Document Emailing
Before you can start emailing documents, you will have to verify your email. If you click Email docs, a popup will appear explaining to verify your email address. In the popup, click the word Validate to begin verifying your email.
A popup will appear, letting you know that the verification email was sent. Simply, click “OK” and check your email.
In the email, click the blue verification link. In a new browser tab, you will see confirmation that the email has been verified. Return to RealtiWeb, and re-select your document(s) you want to email.
Emailing Documents Process
After clicking the Email Docs option (or Share), a popup will appear. Enter the email addresses you are sending the document(s) to. Separate each email address using ‘;’. Please be advised that the email limit is 5 recipients in each of the three options (To:, CC:, and BCC:).
Note: If you want a copy of your email, we recommend adding your email address in the BCC: field. This will secretly send the email to you.You may change the Subject: field text to change the subject line of the email. The document(s) you are attaching have two options: attaching as a PDF or inserting into the email body. The dropdown defaults to Attach PDF, but you may change it to Don’t Attach. If you do not attach the document(s) as a PDF, then click Insert Document into Email Body (or if you want the document as a PDF and in the email body). This will load the entire document into the email body.
Beneath the options for attaching/inserting the document(s) are the buttons for editing the body of your email, and the email body.
After you are finished writing your email, click Send at the top of the popup to send your email. The popup will close and a new Email Sent Successfully popup will appear. Click “OK” to the Email Sent Successfully popup.
Note: The Discard button will delete your email draft.Still can't find what you're looking for?
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