Email documents from Pepper Folio directly to customers and colleagues. Based on the properties assigned to the document in Pepper Flow, a document may or may not be shareable.
To Share a document:
- Open the More Actions menu.
- In the Library, this can be done by tapping the More Actions link in the bottom right of the card.
- When viewing a document, this can be done by tapping the icon in the top right.
Multiple documents can be shared using bulk select.
Note: Documents labeled "Internal Use" are not shareable.