Document importer - prompt to email certificate when uploading document

Owned by Fiona Wilson, created
Last updated: Feb 22, 2023
1 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

When the configuration option is enabled which provides a prompt to email certificate details when uploading a certificate document, this prompt will also be presented when uploading a certificate document using the document importer

More information on the configuration option required for this functionality is outlined here:

From the document importer, Certificates view:

  • When uploading a certificate document, a prompt will be displayed

  • The certificate document is uploaded to a new email message

Who the email is addressed to and the email template used is dependent on configuration

For more information on enabling and using the document importer, click here: