To send a document template to a client, open the trip and navigate to the Documents sub folder. A list of documents already sent to the client will be displayed here.
Click Send an Email Template to open an email popup. The primary traveler's email address will populate automatically, and clicking Add Email will display a dropdown with additional travelers' email addresses. Enter an email subject and body.
Use the Attach Document Template dropdown menu to select which template you wish to use. Currently only one document template can be emailed at a time.
Once your email is complete, click Send to send the email with attached documents to your client.