Method Community

I have documents uploaded in Method.  I can not find anywhere on here or support center how to get that document to a potential customer via email with a a prewritten template.  

Help!

Hi babbott, 

This is a feature that is currently not built into Method but can be added through some customization. You could start by creating a new screen that is based off the DocumentLibrary table. From here you would have to add the Document field and a grid and retrieve the selected document in a Send Email action. If you need any futher assistance please check out this related forum post. 

- Jason