The Share data with your customer(s) form allows you to share documents with your customers. Share documents from the Documents page in the Trust Management Hub application.
Fields
- Contact Email
- The contacts to share documents with.
- Email Template
- Email templates.
- Selective Sharing
- All documents are shared by default. Enable the Share Select Documents toggle to only send select documents.
- Subject
- The email subject.
- Message
- The email message.
- March 6, 2025: Published.
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