Send documents by email

You can email documents directly to a folder in an entity without signing in to Lucernex if your System Administrator has enabled email to Lucernex entities. If your system is configured to only allow email from members or contacts, you must use the email address associated with your Lucernex person information.

1. Open the Summary page of the associated entity you want to email.

   For example, for a contract navigate to Contract > Details > Summary.

   Use the links in the Navigation Pane on the leftmost side of the page.

2. Within the General Information section on the page, locate the Entity Email field.

3. Copy and paste the email address into the Address of an email.

4. Email your files using the email address associated with your Lucernex person information.

   Images in the email, such as company logos and footers uploaded as well as attached files.

   You can View Email Log and View Documents that you have emailed.