Process of communicating external documents
Use this form to view the data of the documents actually sent as a result of the Send documents process. It shows you information such as the person who initiated the delivery and when, and the documents sent or printed. To see all communications for an entity, such as a sales offer, click through the entity.
The Documents sent form shows the report that was printed or created as a PDF for the email. Click the Attachments button to display a list of any attachments added to the report, such as drawings. If the delivery method settings indicate that the PDF should be linked as an attachment to an entity such as a sales offer, the report is not only listed on the Documents sent form, but also in the attachments overview.
Note: If the Draft check box is selected, the mail was saved as a draft mail in the Drafts folder of the email application of the user who executed the Send documents process. This user must manually send the email to the intended recipients of the email.