Sending Documents by Email

Overview

Send invoices, quotes, purchase orders, and other documents directly from AtomicSam. Documents are attached as branded PDFs to professional email templates.

Sending a Document

1. Open the document you want to send (invoice, quote, or PO).
2. Click Send.
3. The recipient is auto-populated from the client's primary contact.
4. Review and optionally customise the email subject and body.
5. Click Send to deliver.

Email Sender

By default, emails are sent from an AtomicSam address on your behalf. To use your own domain:

1. Go to Settings → Email Domain.
2. Add your domain and configure DNS records.
3. Once verified, all outgoing emails use your domain.

💡 Tip: You can CC yourself or additional recipients when sending documents.