Configure and Modify the Default E-mail to Send Estimates

To configure a default e-mail in your GEM-FNI so that different users can send specific documents, you need to configure your SMTP. To do this, go to the left menu and click on Communications > Configurations > Configurations.

Click on +New.

Select the type of e-mail use. Several options are available in the Use to send section. Select the e-mail. Once you've chosen the right options, click Save and Close. 

Suppose an advisor has created a sale at the Point of Sale. On the Documents tab, click the envelope icon to send an email.

Note: This advisor must have access to this menu.

On the next page, you can select the e-mail address from the list of addresses provided for sending estimates, in the Sender/Reply to option. Once you have selected the e-mail template, click on Send.