Emailing from Workbook
C
Convinced Chameleon
I have 2 things that I would really love to see if it can be made to happen. One is, we would really like to be able to send an email directly out of the work book without going through the signature page. we have to get estimates viewed. Before we send them for signature, otherwise, we end up canceling them a lot of times if there are changes.
Along with that- Anytime we go to search through the file manager either to send an email or to make a project report. We need a preview of each file like when you make a project report. It does pull up like that, and it's amazing. However, when you go to send an email, there is no way to see which file is which and it takes too much time to lable each file.