This Help Article covers:
General/Overview:
There are three ways to get an email address on to an email to email Forms, CoCs or ESCs 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
Manually entering - Manually keying in an email address into the email
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 your Contact's Email List
2. From the Contact's Email List, either:
To Send an Email to a Contact in your Contacts List
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 to a Contact NOT in your Contacts List
2.2. Press in "Search Email" and enter the Email Address, then Press on the "Use" of the displaying 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.