Documents can be sent to the client via email through the Documents tab by selecting Send documents.
Multiple documents, as well as recipients, can be selected for sending. The documents must be archived in the Manage documents section, and the recipients must be found in the customer registry. If the customer is not yet in the customer registry, you need to create a new customer and fill in the email address to which the documents can be delivered.
When sending documents, you can choose to add the customer to the potential buyers of the listing at the same time.
Documents can be sent either as an email attachment (maximum size 10 MB) or alternatively, a link can be sent to the customer, from which they can download the documents. The latter is a more secure option and is less likely to end up in spam. The download link can also be set to expire.
Note: A document that is locked cannot be sent. The lock prevents the document from being accidentally sent. However, the lock can be removed, allowing the document to be sent again.
A copy of the message from the documents sent through the system is sent to the agent, and a record of this is also made on the customer card, so, for example, when making an offer, it can still be checked which documents the customer has reviewed in advance.