To share a Back Charge notice, follow the steps below.
Step 1: Go to the Back Charge register
Navigate to your Management module and click on the Back Charge notice tool to access the Back Charge register.
Step 2: Click the overflow button
Click the overflow button on the right-hand side of a Back Charge notice block and select "Share" from the menu.
Note: to select multiple Back Charge notices to share, hover over the notice and click the checkbox on the left-hand side of the notice title.
Step 3: Add recipients and share
Add one or more contacts you would like to share your selected notices by typing into the search field and selecting them from the list.
If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.
Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view or download shared notices.
Step 4: Notifications
After sending a Back Charge notice, each contact receives an email notification like the one in the example below.
Recipients can click the "Download Notice" button to download the Back Charge notice pdf and any related attachments.
Example: Back Charge notice share email notification
Example: Back Charge notice pdf file
If you have any questions about Back Charge notices, shoot us an email at support@webuildcs.com and our customer success team will be in touch.
Comments
0 comments
Please sign in to leave a comment.