Emailing Docs & Notes from Transactions

Learn how to email messages and docs directly from a Pipeline transaction to internal and external recipients.

Expand the Notes / Email section

From the Transaction page:

1. Click [NOTE/EMAIL] just above the list of documents.

Expand the Notes / Email section

Compose Email / Note

1. Enter a subject. If you leave this field blank, Pipeline will automatically use the transaction name as the subject. If you type something here, the transaction name will automatically be appended to it.

2. Enter a message or select a saved message template. Selecting a saved message template will instantly populate the message and subject fields with your previously saved values. Before sending, you can revise the message as needed. (See Managing Reusable Note/Email Templates >> to learn how to manage your message templates).

3. Type in or select your recipients. You can even drag and drop email addresses of contacts into the external recipients box.

Compose Email / Note

Options

1. Select additional options from the Options section.

2. To attach docs to your message, select the desired docs, then click [ADD NOTE].

Options