When e-mailing from within a client file receive a "Send Mail Error".
Could you be a little more specific? Where in the client are you sending the email from?
I am attempting to transmit by e-mail a POA Form from inside the client file to my client.
I don’t think you can do that, but if you can, I’d like to know how.... try print to pdf then email it... you might look into intuitlink...it’s more secure and pretty easy to use.
