Download Backpaddock mobile user manual
Transcript
10.3 Email Client Files This is a simple way to share client files with yourself or other users as required. For a single client file, follow instructions below. For multiple files, follow “Send Multiple Files” instructions. 1. 2. 3. 4. 5. Double click on Adviser icon on desktop to start program Open required client file Click on File Click on Save & Send Click on Send to… 6. Complete recipient and subject details as required 7. Click Send Your open client file has now been sent via email. 18 | P a g e