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, Tap the Email Icon to display the Compose Email Screen, then from the Compose Email Screen, Tap "To*" to display the Contact's Email List
đĄTIP: The Contact's Email List displays as two groupings: Katipolt Contacts and/or Mobile Contacts.
To Send an Email to a Katipolt Contact OR a Mobile Contact with an email address
2.1. From the Katipolt Contacts and/or Mobile Contacts, Tap a Contact Name(s) to Select, then Tap [Done] to return to the Compose Email Screen
To Send an Email by Manually Entering an email address
2.2. From the "Search Email" field enter the Email Address, then Tap on the "Use" Email Address to Select, then Tap [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 Tap [Send] to send
â ď¸ 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.
đĄTIP: Press the Dropdown of the "To*" field to expose the "CC" field.
