Setting Up Auto-Share from all Locations in SiteDocs
RH

Ryan Harvey

Created Sep 20, 2024

Setting Up Auto-Share from all Locations in SiteDocs

29
1

Select Setup

Select Setup
2

Select Auto-Share from All Locations

Select Auto-Share from All Locations
3

Select Add Recipient

Select Add Recipient
4

Enter the email address of the person(s) you would like to receive these signed documents

Enter the email address of the person(s) you would like to receive these signed documents
5

Select the Document(s) would would like automatically shared via email

Select the Document(s) would would like automatically shared via email
6

Select Add

Select Add

Now all of the Documents you selected will be automatically sent to the email address(es) you provided.

7

Need to change the Document(s) you selected? Select Settings to see the list again and adjust your selection(s).

Need to change the Document(s) you selected? Select Settings to see the list again and adjust your selection(s).
8

Want to stop the Auto-Share Emails? Select the Trash Can icon to remove the Auto-Share rule.

Want to stop the Auto-Share Emails? Select the Trash Can icon to remove the Auto-Share rule.
Well done!
Create how-to guides like this in a snap. Get Tango now.