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Emailing Documents (Mobile)

  • Updated

User Personas: Project Manager | Field User

eSUB Fusion allows you to easily communicate by sending correspondence and documents to internal and external stakeholders on your project through the email functionality. eSUB also captures the responses associated with a particular email thread, so everything is in one place and readily accessible by your team.

To perform the actions in this article, you need the Share permission. See Set Up User Permissions, or contact an Admin user to adjust your permissions.

This article covers the mobile component of emailing documents. For the web component and additional details, see: Emailing Documents.

Use the links below to jump to a topic:

email-field-note-form.png
The email form for a document on mobile.

Outgoing Communication

Documents can be easily emailed through the mobile app.

Email a Document on Mobile

  1. While viewing the document, select Email on the action button
  2. Compose the email, then select the Send button
Pro Tip Icon.png
 Select the microphone icon on your device’s keyboard to dictate text in any field with talk-to-text instead of typing.
email-daily-report-recipients.png
Selecting recipients while composing an email.

Composing the Email

Select Email Recipients

While composing the email:

  1. Select the To, CC, or BCC field and begin typing the recipient’s name, then select your desired contact from the list that appears
  2. Finish composing the email and select Send when finished

 

Email to a recipient that is not a contact

While composing the email:

  1. Enter the recipient’s email address in the To field
  2. Select Use this Email to insert the address onto the form
  3. Finish composing the email and select Send when finished

 

Set up email Distribution Lists for your projects

Distribution Lists allow you to select recipients that auto-populate in the To, CC, or BCC fields each time a user emails a document from your project. Distribution Lists are configured on the web by a user with Project Admin - Project Settings permissions.

  1. On the web, select the project, then select Documents under Settings in the slide-out menu
  2. Select a tab depending on the document settings you wish to configure
  3. Select Edit on the action button and make changes in the Distribution List section
  4. Select Save when finished

See Project Settings for additional information.

Enter Email Comments

Comments that you enter in the Subject and Additional Comments fields appear in the body of the email. This is an optional step when emailing documents.

While composing the email:

  1. Select the Subject field and enter your desired text
  2. Select the Additional Comments field and enter your desired text
  3. Finish composing the email and select Send when finished
email-daily-report-include-options.png
Include options while composing an email.

Include Document Sections or Attachments

Some documents allow you to include or exclude certain sections and attachments before emailing. These selections affect the PDF that is generated when emailing the document.

While composing the email:

  1. Make the desired selections in the Include In Document section
  2. Make the desired selections in the Include Files section (this section only appears if the document contains attachments)
  3. Finish composing the email and select Send when finished

 

Reorder email attachments

Document attachments can be reordered while composing the email whenever the reorder icon appears next to an attachment.

  1. Press, hold, and drag the reorder icon on the selected attachment to reorder it
  2. Finish composing the email and select Send when finished

Set Up Your Email Signature

Your email signature appears as your sign-off on all emails you send from eSUB Fusion. Your signature is updated by logging into eSUB Fusion through a web browser.

  1. On the web, select the user profile icon from the global navigation menu, then select My Profile
  2. Enter your desired text in the Email Signature field
  3. Select Save Changes when finished

See Update Your User Profile for additional information.

Project Mailbox

The Mailbox captures all incoming and outgoing correspondence related to your project so that all project users can easily review and stay up to date on project communications. The project Mailbox is available on mobile as a read-only view; additional Mailbox features are available on the web.

See Project Mailbox (Mobile) for the mobile Mailbox, or Project Mailbox for the web.

Frequently Asked Questions

To view FAQs related to this and all other tools, see Frequently Asked Questions (FAQ).

See also: Project Mailbox (Mobile)

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