Share / Submit Via Email

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Documents in **Injury Master** can be shared via email, either as an attachment or as a link that can be opened in your browser. Options for sharing documents can be found by selecting the drop-down arrow next to the **Download** button. The different methods of email sharing are as follows:

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*. **Collaborate via Email** (only for Smart Forms)

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*. **Share via Email**

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*. **Submit via Email**

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For further information on email collaboration, please refer to Collaborate Documents.

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[[image:Attachments.WebHome@mceclip0.ea676.png||style="max-width:524px" alt="mceclip0.png"]]

==== **Share via Email** {{id name="share-via-email" /}}====

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Sharing via email is the most basic way to send a document to another email address. Select the __Share via Email__ button to open the **Share Document** email window. You will see the document you selected to share included as an attachment.

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[[image:Attachments.WebHome@mceclip1.1a983.png||style="max-width:286px" alt="mceclip1.png"]]

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The email will auto-populate with the system default. Email defaults can be changed for each individual Document Type. This is done by changing the email content and selecting __Save this email as the default__. Once you are finished preparing your email, select **Send** to send the email or **Cancel** to close the window.

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NOTE: Some recipients’ email providers are unable to view documents through links. To avoid this issue, it can be safer to select __Send file(s) as attachments, instead of links__ prior to sending.

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For further information, please refer to [[Preparing Emails>>doc:Injury Master.Emails.Preparing Emails.WebHome]] or [[Default Emails.>>doc:Injury Master.Emails.Default Emails.WebHome]]

==== **Submit via Email** {{id name="submit-via-email" /}}====

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Documents can also be SUBMITTED via email. This method of sharing documents is particularly useful for tracking which documents have been sent to your agent / insurer.

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A document submitted via email will be tagged as **Submitted** and will display a list of dates of **PAST SUBMISSIONS** behind the drop-down arrow.

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[[image:Attachments.WebHome@mceclip2.698ac.png||style="max-width:516px" alt="mceclip2.png"]]

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Selecting __Submit via Email__ will open the **Submit Document** window. The email is prepared the same way as the **Share Document** email. Email Submissions also allow for their own default to be saved, independent of the Share Document email default.

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Some System Smart Forms are “Submittable.” These forms require submission, displaying a **Pending Submission** tag as well as a notification in the **Documents** tab and at the top of the list.

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[[image:Attachments.WebHome@mceclip3.54796.png||style="max-width:408px" alt="mceclip3.png"]]

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There are 3 options for handling submittable forms:

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*. **Submit** (in place of Download) – open **Submit Document** email window

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*. __Mark Submitted__ (behind drop-down) – mark **Submitted** without sending email

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*. __Skip Submission__ (behind drop-down) – mark **Submission Skipped** and remove pending status[[image:Attachments.WebHome@mceclip4.e75ec.png||style="max-width:202px" alt="mceclip4.png"]]

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Wiki source code of Share / Submit Via Email

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