This Help Article covers:
General/Overview:
There are three ways to get an email address onto an email to email Forms, CoCs or ESC Documents:
Katipolt Contacts - Contacts with an email address entered into Katipolt as a Contact of the Customer
Mobile Contacts - Contacts with an email address entered into the mobile device's Contacts
Manually entering - Manually keying in an email address
To email your Form, CoC or ESC
Quick Flow:
Email
"To*"
"Search Email"
Contact > Enter > Select, OR
Email Address > Enter > "Use"
[DONE]
"Message*"
[SEND]
1. From the open Form, CoC or ESC Document, Press Email to display the Compose Email Screen, then from the Compose Email Screen, Press "To*" to display the Contact's Email List
💡TIP: The Contact's Email List displays as two groupings: Katipolt Contacts and/or Mobile Contacts.
2. From the Contact's Email List, Press the Search Icon to display the Search Email field, then either:
To Send an Email to a Katipolt Contact OR a Mobile Contact with an email address
2.1. Press in "Search Email" and enter the Contact Name, then Press on the Contact to Select, then Press [DONE] to return to the Compose Email Screen
To Send an Email by Manually Entering an email address
2.2. Press in "Search Email" and enter the Email Address, then Press on the "Use" Email Address to Select, then Press [DONE] to return to the Compose Email Screen
3. From the Compose Email Screen, Enter a "Message*" to send with the attached Form, CoC or ESC, then Press [SEND] to send
⚠️ NOTE: Following emailing the Form, CoC or ESC from the Katipolt Mobile App, the email displays on the Katipolt Desktop side in the Emails Expandable Section of the Job's Correspondence Top Tab.