We have made some major improvements for managing Documents in Nekst.

Users can now:

1) Upload documents directly to an Email Task instead of sending only via SmartTags

2) When using a Document SmartTag, users can select to also attach these documents as a PDF to the email being sent along with the SmartTag links.

NOTE: When uploading a new document, this file will also be saved in the “Documents” section of the Transaction for future access and can be shared in a Client Portal.