› Process documents › Common actions › Send an email about a document

Send an email about a document

If you need some information about a document, but do not want to route the document using the Comment Request setting, you can send an email. You can then pause processing that document until you get the answers you need.

You can send an email about a document by following these steps:

  1. Open a document in the Approval activity, Coding activity, or the Exception activity.
  2. Process the document until you run into a problem. Click Send Email.

    The Send Email window is displayed.

  3. In the Send Email window, either select a value from the Message Template list to pre-populate the email fields, or do the following.
    1. Enter one or more email addresses in the To field.
    2. Optionally, enter one or more email addresses in the CC field.
    3. Optionally, enter one or more email addresses in the BCC field.
    4. If the field is displayed, enter the From email address.

      For example, info@organization.com.

    5. Enter a Subject that briefly explains the purpose of the email.
    6. Enter the body of the email into the Body field. Provide all necessary information so that the recipient(s) have enough information to provide you with a suitable answer.
    7. Select Attach invoice to email if you want to include the invoice as an attachment.
    8. Select Hold invoice after sending email if you want to take the invoice out of processing until an issue can be resolved.
    9. Click Submit.

    The email is sent to the specified recipient(s).

  4. Pause this document by clicking Save and Retain Ownership.

    Your changes are saved and you are returned to the Kofax AP Agility work queue.

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