Sending documents via email

You can send documents directly from the portal via email. This is useful when you need to quickly share a specific document with internal stakeholders, board members, auditors or external counsel while keeping a clear audit trail of what was sent and to whom.

Click on 'Start tutorial' below to learn more. 

Steps to send a document via email

1. Go to the desired document
   Navigate to the relevant entity and open the 'Documents' section. Next, select the document you want to send.

2. Add recipients
   Make sure the desired recipients are added and have a valid email address.
   
   
3. Click on the 'send via email' option
   Select the '...' button and choose the 'send via email' option from the dropdown. 
   
   
4. Compose your email
   Enter the desired subject line and body of your email. If needed, use personalization fields (such as recipient name, portal link, file name) to tailor the message to the recipient.
   
   
5. Send the email
   Once finish, click send to distribute the document via email.
   
   

Additional recommendation

We recommend sharing documents via the Corporify portal as the most secure option. The portal acts as a single source of truth, keeps documents up to date, reduces follow-up questions and ensures central, controlled access for all stakeholders.
More information can be found here.