Navigate to the Documents page in your deal and select the document(s) to send. Once the document(s) are selected, the email option will appear at the bottom of the screen.
​

​

​

Confirm the file name, select if you want to include the e-signature certificates and how you want your file downloaded. Click the Next button.
​

​

If you selected to download a combined file, you can choose the order of the documents by clicking on the two horizontal lines and dragging the documents. Click the Attach button.
​

​

A drop-down list will appear to choose participants that are on the deal. You can select from that list or type in another email address.
​

Refer to the Jointly Messaging Center to learn how to insert pre-saved templates, signatures and smart fields.
​

​