FORWARDING DOCUMENTS

Side App users have the ability to forward both active documents and sent documents from the Side App to any additional email addresses necessary.

FORWARD INDIVIDUAL DOCUMENTS

To forward a single document from either the active section or sent section of the app,

1. Click the 3 dots (Action Menu) on the document.
2. Select the Forward option.

The “Forward copy of documents” window will appear.

1. Enter the email address of the recipient(s). Separate multiple email addresses using a comma (,).
2. The primary agent and any co-agents will be automatically CC’d. You may add additional email addresses to be CC’d.
3. The subject line and body section will automatically generate. You may edit this section manually, if desired. A link to the document will be inserted into the email once it has been sent.
4. Click Send

You can check your email to make sure you received a copy. Click on the generated link to open the document in another tab.

FORWARDING A GROUP OF DOCUMENTS

To forward an entire group or envelope of documents;

1. Click on the 3 dots (Action Menu) to the right of the documents you want to forward.
2. Select the Forward All option.

The “Forward copy of documents” window will appear.

5. Enter the email address of the recipient(s). Separate multiple email addresses using a comma (,).
6. The primary agent and any co-agents will be automatically CC’d. You may add additional email addresses to be CC’d.
7. The subject line and body section will automatically generate. You may edit this section manually, if desired. A link to the document will be inserted into the email once it has been sent.
8. Click Send

You can check your email to make sure you received a copy. Click on the generated link to open the document in another tab.

FORWARDING SPECIFIC ACTIVE DOCUMENTS

To forward only specific documents located in the active section, the documents that are not to be forwarded will need to be saved to drafts. Click the three dots located on each document and select Save to Drafts.

The documents that remain in the active section can be forwarded by clicking the three dots to the right of the documents. Select Forward All.

The “Forward copy of documents” window will appear.

9. Enter the email address of the recipient(s). Separate multiple email addresses using a comma (,).
10. The primary agent and any co-agents will be automatically CC’d. You may add additional email addresses to be CC’d.
11. The subject line and body section will automatically generate. You may edit this section manually, if desired. A link to the document will be inserted into the email once it has been sent.
12. Click Send

You can check your email to make sure you received a copy. Click on the generated link to open the document in another tab.