Transmit Documents to Other Organisations

Instructions for Document Transmission

Efficiently send documents to other organisations with this straightforward guide. Learn to select and share files or folders, enhancing document management and collaboration. Perfect for improving communication and file-sharing abilities.

Step-by-Step Guide

1. Click "Documents" on the Plexa Dashboard

2. Select Files by Clickling "MATRIX"

3. Click the folder you wish to transmit files from

4. To select individual files "click the checkbox" on the left for the documents you want to transmit..

5. Choose Recipient's by either Select the "Organisation" you want to transmit to. OR Select specific "Users" you want to transmit to

6. Click "TRANSMIT DOCUMENTS"

7. Click "SEND EMAIL" to complete the process

Video Tutorial

For a visual guide, watch the video tutorial below