I can preview documents before attaching them to external communications
JB

Jean-Philippe Boul

Created Jan 26, 2023

I can preview documents before attaching them to external communications

9
    d

Jules AI

6 Steps
1

Go to Jules AI

2

Go inside an operation (purchase or sale) and click on the paper plane icon "Send"

This applies as well in the Containers/Trucks page or in the Shipment page after having selected multiple elements

Go inside an operation (purchase or sale) and click on the paper plane icon "Send"
3

Click on "External comm."

Click on "External comm."
4

Then click on "Attach docs (from the app)"

Then click on "Attach docs (from the app)"
5

For any document, click on "Preview" in order to open the document in a new tab and preview it

For any document, click on "Preview" in order to open the document in a new tab and preview it
6

Then after having previewed it, you can attach it to your email

Then after having previewed it, you can attach it to your email
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