How Do I Email My Documents From My Own Email Address?

When you send any email from Knowify it goes through Knowify’s messaging service with the email address of the user logged CC’d and used as the Reply-To address. If you prefer to send a document or e-signature link from your own email, we have a feature for this!

Proposal

When you are building the proposal email, click “Advanced Settings” at the bottom right.

Email_AdvancedSettings How Do I Email My Documents From My Own Email Address?

You then have the option to check off the “Do not email the customer”. This will provide you with the e-signature link instead of auto-sending it through Knowify.

Email_Dontemailcustomer How Do I Email My Documents From My Own Email Address?

You can then either navigate directly to the e-signature page or copy the link and send it out through your own email!

Esignature_getlink How Do I Email My Documents From My Own Email Address?

Invoices & POs
Simply click the download PDF option when previewing, and a copy of the document will be saved to your computer which you can attach to your own email!

Invoice_DownloadPDF How Do I Email My Documents From My Own Email Address?

Let us know if you have any questions by directing your email to support@knowify.com and we’re happy to help!