How do I resend or download a generated/sent document?

Resending or Downloading a Sent Document

Purpose:

To explain how to locate, resend, or download a document that has already been generated and sent using the Document Writer.

Overview:

Once a document has been created and merged using the Document Writer and then sent, it is no longer stored within the Document Writer interface itself. However, a record of the sent document is retained in the system and can be accessed through the List View.

Steps to Resend or Download a Document:

1. Access the List View:

• Navigate to the Document Writer module from the main menu.

• Click on List View to see a history of previously created and sent documents.

2. Locate the Document:

• Use the search bar or available filters to narrow down results by:
  • Document name
  • Project
  • Date sent
  • Customer or recipient name

3. Resend the Document:

• Once you find the document in the list:
  • Click the three-dot icon (⋯) on the far right of the document row.

• • Choose “Email PDF”.
  • Enter the recipient’s information or adjust the message as needed.
  • Click Send to resend the document.

4. Download the Document:

• From the same three-dot menu, select “Download” to save a copy of the document to your device.

Important Notes:

• Edits to the original document are not available once it has been merged and sent. To make changes, you will need to create a new version from the Document Writer.
• Sent documents are stored for recordkeeping and can be accessed anytime through the List View.

Summary:

To resend or download a document, go to the Document Writer’s List View, locate the desired file, and use the action menu to email or download it. Documents are not editable after being merged and sent but can be regenerated if needed.