Emailing attachments

From the Attachments page, you can send an attachment by email to a contact associated with the record or to another recipient.

Tip:  To use this feature, email must be set up on your mobile device and your device must be online (connected to a data network). For email setup information, refer to the help documentation for your email app or device.

To go to the Attachments page:

1. In the inspections list pane, select Inspections to work with inspections, or select Cases to work with cases.

2. In your inspections list or cases list, select the record you want to work with.

3. Select Attachments.

To send an attachment in an email:

1. Select the attachment you want to send.
2. Select OPTIONS, and then select EMAIL.
3. Select a contact to send the email to. If the list of options is long, use Search to narrow the list. Select SAVE.
4. To send the email to additional recipients, enter the email address for each additional recipient in To, Cc, or Bcc.
5. By default, the subject of the email is record type: applied ID:xxx your user ID, where applied ID is the user ID associated with the applied date, xxx is the record number, and your user ID is the ID you use to log in to Community Development or Mobiles. For example: PERMIT: JCM:1812050145030176 JEN. To change the subject, enter your changes in Subject.

6. To change the file name, select the file name in the email and then make your changes.

   Note:  You cannot change the body of the email.

7. Select SEND to send the email. To close without sending the email, select CANCEL.