How do I use the Email Attachment Type feature?

  

When composing an ePak (or creating a Workflow template) you may choose if you would like app to email a copy of the document to all the users in your workflow upon completion of the ePak:

 
  • None: If set to none, it will not email the signed documents to all recipients in the workflow.
  • Signed: If set to Signed, it will email the signed original documents to all recipients in the workflow.
  • ePhotocopy: If set to ePhotocopy, it will email an ePhotocopy to all recipients in the workflow.
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Every signing policy will have a default value set against it, but a custodian can over-ride it while composing the ePak. The default value will be configurable on every instance and can be set as desired. As a custodian, this gives you a greater control over what documents are shared with whom, and the method in which they are shared.

 

How do I use the Email Attachment Type feature

How do I use the Email Attachment Type feature?

When composing an ePak (or creating a Workflow template) you may choose if you would like MSB to email a copy of the document to all the users in your workflow upon completion of the ePak:

  • None: If set to none, MSB will not email the signed documents to all recipients in the workflow.
  • Signed: If set to Signed, MSB will email the signed original documents to all recipients in the workflow.
  • ePhotocopy: If set to ePhotocopy, MSB will email an ePhotocopy to all recipients in the workflow.
  • All: If set to All, MSB will email the signed original documents and an ePhotocopy to all recipients in the workflow.

Every signing policy will have a default value set against it, but a custodian can over-ride it while composing the ePak. The default value will be configurable on every instance and can be set as desired. As a custodian, this gives you a greater control over what documents are shared with whom, and the method in which they are shared.

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